Contacts Data Administration : Managing the Contact Custom Attributes master definition
  
Managing the Contact Custom Attributes master definition
Required functional security
Functional security required to manage the Contact Custom Attributes master definition:
Searches and Master Definitions: Contact = Can view, add and edit active and inactive master definitions
Custom Attributes task tab
Use the Custom Attributes task tab to create or modify the Contact Custom Attributes master definition.
System-supplied contact master definition items
25Live includes a number of system-supplied contact master definition items marked “[SYSTEM]” and grayed out. These items can’t be edited or deleted, but can be deactivated.They include the following:
Master Definition
Item
Purpose
Contact Custom Attributes
Security Answer
Used by the system to house the answer given by a 25Live user to a security question sent in response to a new password request. If the user provides the correct answer, the system sends an email with a new password.
Security Question
Used by the system to house the security question to be sent to a 25Live user in response to a new password request.
Guidelines for adding contact custom attributes
• Create custom attributes that allow users to provide additional needed contact information.
• Give a visual hint, such as a dollar sign or question mark, in the attribute label to indicate the type of data required; for example, First Aid/CPR Certified?
Adding or updating the Contact Custom Attributes master definition
1. Click the Custom Attributes task tab.
2. Add or update the definition.
Note: Be aware that all of the updates you make (item additions/deletions, label changes, activates/deactivates) are made simultaneously when you click Update.
To...
Do this...
Add an item
1 Click Add <item>.
2 Enter the item name in the space provided.
3 Choose the data type.
4 Uncheck the Active box if you don’t want the item to be active at this time.
Edit an item
1 Click the list item to make it editable.
2 Use the arrow keys to position your cursor where you want to make changes.
3 Backspace as needed to delete characters. Enter characters as needed.
Activate or deactivate items
Check or uncheck the Active box of each item.
Delete items
Check the Delete box of each item.
3 Click Update Attributes.