If a similar type attribute does not already exist, you must open the appropriate Form. If you have access privileges, you can add attribute data for an entity, a prospect, a program-prospect, and a proposal.
To add an attribute:
Establish whether you are adding an entity, prospect, program prospect, or proposal attribute and navigate to the appropriate location.
Display the Detail of the record to which you are adding the attribute data.
From the Page Tree, choose the attribute that corresponds to the type of attribute data you want to enter. Click on the attribute.
A new Attribute can be entered into the system by clicking 'New' on the Form Header.
Populate at least all the required fields for the attribute.
To save the attribute information, click Save on the Form Header.
See Also