Contact Attributes

This section is for identifying and understanding how to use the custom fields, Actions/Buttons and other functionality added to the Contact Attributes object in the Donor 360 package. Contact Attributes is a way to tag Contacts to track specific items, such as mailings, boards & committees, Professional Advisors, or even staff members.

• Custom Fields
• Apex
• Create New Record

Some of these fields are Picklist and need to have values assigned and others are fields available for users to populate. Work with your teams to determine which fields you plan to use and values that need to be defined for the Category, Status, Sub Type and Type fields. Make sure these fields are included on the Contact Attributes Page Layout and Lightning Page.

• Account
• Category
• Contact
• Contact Record Last Modified
• End Date
• ExtSysId
• Report End Date
• Report Start Date
• Start Date
• Status
• Sub Type
• Type

• Apex Class: Contact_Attribute_TDTM
• Apex Trigger: TDTM_Contact_Attribute

• From Contact, hover over Contact Attributes and select New button
  • Category is the top level, then Type, then Sub Type; set values for these fields in Fields & Relationships
    • To set which values are visible for Type and Sub Type, select one of the fields, then scroll to Picklist Options
    • Click Change next to Controlling field and update the matrix by using the Include Values or Exlucde Values buttons
    • Save
• Leave the Account field blank and the Apex called will populate with the Contact's Household Account

Use the records to build reports based on Category, Type or Sub Type as well as Start and End Dates. Similar functionality is also available for Account Attributes.