This section is for identifying and understanding how to use the custom fields, Actions/Buttons and other functionality added to the Account Attributes object in the Donor 360 package. Account Attributes is a way to tag Accounts to track specific items, such as mailings or boards & committees. It is primarily used for Organization Accounts.

• Custom Fields
• 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 Account Attributes Page Layout and Lightning Page.

• Account
• Category
• End Date
• ExtSysId
• Report End Date
• Report Start Date
• Start Date
• Status
• Sub Type
• Type

• From Account, hover over Account 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

Use the records to build reports based on Category, Type or Sub Type. Similar functionality is also available for Contact Attributes.