What is it?
The Attributes section is where you will manage both your built-in attributes and your custom attributes. This is where your built-in attributes are configured and where any custom attributes can be added.
How to Access
Navigate to Database > Attributes
Configuring Built-In Attributes
Built-in attributes are the standard set of fields assigned to every profile. Built-ins include: Name, Contact Name, Email Addresses, Addresses, Phone Numbers and Organization. Attributes can and should be set up as built-ins whenever possible. For each built-in attribute, you can set whether or not the attribute should be required in member profiles by toggling Required to “ON.”
The following is a breakdown of how to configure each of the built-in attributes.
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Name should be a member’s proper first and last name. This built-in can also be configured to include middle name, middle initial, a prefix, or a suffix. To edit the settings, click on “Edit Settings” next to Name. This is where you will be able to enable the prefix, middle name, middle initial, and suffix. To enable these, you will toggle to “ON” next to each item you would like to enable.
Once Suffix and Prefix are enabled, you will add the list of prefixes and suffixes individuals will be able to choose from by typing them into the box to the right of each of these and clicking add. You can re-order your list of prefixes and suffixes by dragging them up or down, or you can delete any prefixes or suffixes by clicking the delete button next to each of these on the right-hand side under the Actions heading.
Once Middle is enabled, you will be able to choose from the drop-down on the right-hand side whether you want to track middle names or middle initials in profiles.
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Contact Name is initially populated from the profile name, but can used as the member’s nickname. There is not a toggle to make Contact Name required because a contact name is automatically generated for each profile. Blank Contact Names are automatically populated with the first and last names from the built-in name attribute. When you click “Edit Settings” next to Contact Name, you will see the option to include prefix, middle name, and suffix when the contact name is generated by toggling those to “ON.” You will only be able to toggle these options to “ON” if you’ve chosen to include these elements in the Name built-in described above.
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Email Address contains a member’s email addresses which are assigned to a set of customizable labels. You can create up to five customizable email labels (e.g. Work Email or Home Email). Each email address in a profile must be assigned to an email label, and each label can be applied to only one email address. The order of the list from top to bottom determines the order by which email addresses are automatically assigned as the primary email address. This means that in our list below, Home Email would be assigned as the primary email address. A member can choose to override this order and designate the primary email address in their own profile.
To enter in new labels for your email address built-in, click “Edit Settings” next to Email Address, enter in the name of the new label in the box titled “Add an Email Label” and click the Add button. To re-order your labels, click on the blue arrows that appear to the left of the labels. To delete any labels, click on Delete under the Actions heading to the right of each label. You cannot delete any labels that are currently used by a profile.
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Similar to the Email Address built-in attribute, Address contains a member’s addresses which are also assigned to a set of customizable labels. Each address in a profile must be assigned to an address label and each label can be applied to only one address. The order of the list from top to bottom determines the order by which addresses are automatically assigned as the primary address. A member has the option to override this order and designate the primary address in their profile.
If you change an existing label's name, this will also change the label name for any profiles using that label. You cannot delete any labels that are currently used by a profile. You can configure the address to include U.S. states or Canadian provinces, and choose to display the full name or abbreviation.
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The Phone Number built-in contains a set of the members phone numbers, which each have their own customizable label. You can create up to five customized phone labels. Each phone number in a profile must be assigned to a phone label and each label can be applied to only one phone number. The order of the list from top to bottom determines the order by which phone numbers are automatically assigned as the primary phone number. A member has the option to override this order and designate the primary phone number in their profile.
If you change an existing label's name, this will also change the label name for any profiles using that label. You cannot delete any labels that are currently used by a profile.
- Finally, the Organization built-in contains the organization name associated with the profile.
Configuring Custom Attributes
Custom attributes can be created based on a predefined set of types and are assigned to profiles by member type. You can create as many custom attributes as needed, although we recommend using built-in attributes when possible.
1. To configure a new custom attribute, click Add Custom Attribute.
2. Give the new attribute a name, then choose the Attribute Type from the dropdown on the right. This drop-down includes options for Country, Date/Time, File, Image, Number, Selection Set, State/Province, Text, and Website.
3. For this selection set type attribute, you have the opportunity to choose the Selection & Display Options. The options are:
- Single Selection: Radio Buttons
- Single Selection: Dropdown Menus
- Multiple Selection: Checkboxes
- Multiple Selection: Select Box
4. Finally, use the "Add a Selection" box to add options to your selection set. When presented to the user, all single-selection sets that are not set as "required" will have a (None) selection initially. In the case of required single-select dropdown menus the initial selection will change to "Make a selection" instructing the user that they must choose an option before moving on.
5. Save.
Once the new custom attribute has been added, toggle the required option ON if the attribute should be required in member profiles.
Comments
27 comments
I'm suppose to know this, but if I am in ATTRIBUTE MANAGEMENT, how can I reorder the list of attributes?
Is it possible to limit the attributes displayed in the advance search?
how can i change the order of attributes, i am in the old version of MC.
I am trying to add a custom attribute to a member type and get the warning:
@Charlene - It looks like you are in MemberClicks Classic. You can reorder attributes on the back end of the Classic system under Database > Attribute Management > Edit Profile Display.
@Kay - It is not possible to limit the number of attributes displayed in the Advanced Search at this time.
@Jennifer - You can reorder attributes on the back end of the Classic system under Database > Attribute Management > Edit Profile Display.
@Joshua - In order to use an attribute to calculate pricing for a Member Type, the attribute has to be assigned to that Member Type. Here's a screenshot showing where you assign the attribute at the top of the Member Type.
@Kinsey - I've made it to this step. The problem is that when I click Save, I am shown a message that the "Attribute must be assigned in order to create pricing"
@Joshua - I would recommend sending an email to help@memberclicks.com so that our Help Team can look into the problem. Details on the Member Type you're editing, and the attribute that pricing is based on will be helpful!
@Kinsey - Is there a way in the new platform to make the suffix a text field instead of a dropdown/selection set for users to easily add their suffix? We have encountered many variations and it would be helpful to allow the user to simply add their suffix instead of needing to contact us first to have their specific suffix added to the list. Our dropdown is getting quite long and frustrating for users per comments we've received recently.
Melissa - Right now, the Suffix is only able to appear in a dropdown as part of the Name built-in. We have received product feedback that it would be nice to have the option for a plain text field, though, so that option may be added later.
I have made a new custom attribute, but when I go to attribute security, it says NA for the attribute so I cannot have it seen by any groups including admin? What am I doing wrong? thanks!
Hi Andrea - After you set up a new Attribute from scratch, you'll need to assign it to Member Types. To do so, navigate to Database > Member Types and click Edit Settings next to each Member Type. Inside the Member Type, you can Assign Custom Attributes, then Save. After the Attribute has been assigned to Member Types, you will be able to edit the Attribute Security and the Profile Owner Attribute Security settings.
I've added a new attribute to my database. I've created a form to auto-populate the attribute when the form is used. When I run a search, the new attribute is not selectable. When I view profiles that should have the attribute populated, I'm not seeing the new attribute in the profile display. Can you tell me if I've done something wrong?
Hi Richard - It's tough to say without knowing the specifics. You are using the Classic platform, and this article is about the new system, so you might check out this similar resource for Classic. It's likely that you may need to Assign the Attribute or set up Attribute Security. If you continue to have issues, please reach out to the Help Team by phone at 404-879-2800 or via email at help@memberclicks.com. They're here until 8PM ET tonight and will be glad to assist :)
You may be too far in to go back and do this, but I typically recommend copying an existing Attribute of the same type with similar security rather than creating a new Attribute from scratch. That way, you can avoid having to assign the Attribute to Member Types, and may only need to tweak Attribute Security and Profile Owner Attribute Security. Hope that helps!
Is there a way to make a selection a "stopper" that would prevent a person from completing a membership application? I'm thinking of our Code of Ethics, where an applicant for membership MUST agree to abide by the Code to become a member. I've set that attribute to be a required field, but apparently a person can say "No" as their choice without stopping their application for membership going through.
Is there a way I can change this attribute so that their answer must be Yes in order to continue filling out the form?
Hi Linda - The way selection sets work, if they are required, the person taking the form has to choose one option. There isn't a way to prevent them from moving forward as long as they've selected one option. You could remove the "No" option entirely to prevent people from selecting it and moving forward – I think that's probably the best solution.
How do you delete a custom attribute? The option is grayed out even though I have removed all data from the attribute and removed it from showing etc.
Hi Carolyn - Sometimes Tier 2 has to delete attributes that have had data in them before, which sounds like the case here. To have the attribute deleted, send an email to help@memberclicks.com with the details on the attribute you need deleted, and we'll ask Tier 2 to delete the attribute for you.
Hi Kinsey, Some of our custom attributes are numbers - specifically how many units of service a member provides. How do I pull this information from advance search if I'm trying to pull a range of service units? Thanks!
Hi Dana - There isn't an easy way to search for a range within a number field using the Advanced Search. The best option I can think of is clicking Edit Columns from the Profile List and dragging the units of service attribute from the lefthand section to the right so that you can see that attribute as a column on the Profile List. From there, you can click the column header of the column you added to sort by that column, and tag (all on a page or just a few) to select profiles within the range you're looking for. I included a short GIF video below to help clarify what I mean. In this example, my number attribute is Graduation Year.
Thanks Kenzie. Do you know if this capability is something that the team is working on for a future roll out? I'll need to do this a lot for our membership.
Hi Dana - I don't know whether this is feedback we've received before – I personally haven't heard it – but I would encourage you to submit product feedback using this link so that our Product Team is aware of your need to search a range of numbers.
Hi Kinsey,
We have added a custom attribute that includes a file type. We are going to use this for our CEU certificates. In the sales and on boarding process, I was led to believe that we could upload as many files as we wanted here, however the system won't allow it. Can you provide insight into this or a workaround? Thank you!
Hello Dana! The File Type Attribute is a one-for-one upload; for every file someone wants to upload, they will need an additional File Attribute.
Old inquiry, but I cannot locate the Edit Profile Display option to reorder my custom attributes. How can I do that?? Thanks!
Hello Margaret! If you want to edit the Admin Profile View tab, you can do so by going to Database > Attributes > Admin Profile View, and editing your custom view there.
Thanks, Jay, for the above. I'm looking to reorder custom attributes across all profiles. Is Database > Attributes > Admin Profile View how I would do that? Currently all of my custom attributes are in alpha order. Thank you!
Hello,
How can I get a list of the attributes and which tab they are located on the record?
Thank you,
Marcia
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