PCR independent school management solution and website
Customer Portal
School Portal
Demo
SOLUTION
FAQ
PRICING
EMPLOYMENT
BLOG
SUPPORT
KNOWLEDGE BASE
Team
Admissions
CMS Website
Community Connect
Finance & Student Billing
Fundraising / Development
Student Information
Cafeteria POS
Summer Camp & School
301-947-7380
sales@pcreducator.com
School CRM
Blog
Recording Attribute - Individual
Recording Attribute - Individual
Recording Attribute - Individual
1. Navigate to record’s details. Example: To record student attributes, go to Admin > Students > Details > Attributes.
2. Select Attribute Category
3. Select Attribute
4. If creating a [Development] Contact Attributes:
a. Select Begin and End Fiscal Years if applicable to identify the active period for the assigned attribute.
Note
: You can leave either of these dropdowns blank.
Example
: If a contact is a board member during certain years, specify both beginning and end years. However, if a contact is interested in golf, leave both years blank.
b. Select Contact Address (default), Primary or Secondary. This selector allows you to associate an attribute with the whole Contact or with specific individuals.
Example
: the whole family (Contact Address) may be marked as Parent. At the same time, such attributes as Staff, Alumni, or Board Member are typically associated with Primary or Secondary records on the account.
5. Depending on the selected Attribute Type, you can:
-
add a note (Free Text)
-
select a date (Date)
-
enter an integer (Integer)
-
check off a box (Boolean)
-
select a value from a dropdown (Lookup).
Note
: If the attribute allows custom text, you can enter a value not available in the dropdown.
6. Click Add
To create an attribute or Calculated Attribute, follow the steps of Creating Attribute.
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
School Name
Please Enter a Maximum of 100 Characters.
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
Please Enter a Maximum of 30 Characters.
*
Your First Name
Please Enter a Maximum of 20 Characters.
*
Your Email
Invalid Email
Please Enter a Maximum of 100 Characters.
*
Your Phone #
Please Enter a Maximum of 20 Characters.
*
Household
User