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Make attributes available for contacts, clients or applicants

This article explains how to manage which attributes are available to applicants, clients or contacts.

Written by Terence Cassidy
Updated over 2 months ago

To manage which attributes you can assign to each record :

  1. Click Options and then click Manager.

  2. Click Attribute maintenance.

  3. Select a master attribute.

  4. Click Edit Master.

  5. Select is this attribute applies to Applicants, Clients, Contacts.

  6. Select the Sectors this attribute is available to.

  7. Select any specific grades, etc the attribute should be available for.

  8. Click Save or Save and Close.

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