Attributes

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21 comments

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    Charlene Taylor

    I'm suppose to know this, but if I am in ATTRIBUTE MANAGEMENT, how can I reorder the list of attributes?

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    Hovious, Kay

    Is it possible to limit the attributes displayed in the advance search?

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    Jennifer Lipscomb

    how can i change the order of attributes, i am in the old version of MC. 

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    Joshua Monifi

    I am trying to add a custom attribute to a member type and get the warning:

    "Attribute must be assigned in order to create pricing"
    What does this mean and how can I get it to go away?
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    Kinsey Mahan

    @Charlene - It looks like you are in MemberClicks Classic. You can reorder attributes on the back end of the Classic system under Database > Attribute Management > Edit Profile Display.

    @Kay - It is not possible to limit the number of attributes displayed in the Advanced Search at this time.

    @Jennifer - You can reorder attributes on the back end of the Classic system under Database > Attribute Management > Edit Profile Display.

    @Joshua - In order to use an attribute to calculate pricing for a Member Type, the attribute has to be assigned to that Member Type. Here's a screenshot showing where you assign the attribute at the top of the Member Type.

    Screen_Shot_2015-09-24_at_11.57.20_AM.png

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    Joshua Monifi

    @Kinsey - I've made it to this step. The problem is that when I click Save, I am shown a message that the "Attribute must be assigned in order to create pricing"

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    Kinsey Mahan

    @Joshua - I would recommend sending an email to help@memberclicks.com so that our Help Team can look into the problem. Details on the Member Type you're editing, and the attribute that pricing is based on will be helpful!

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    Melissa Timm-Carlson CVT

    @Kinsey - Is there a way in the new platform to make the suffix a text field instead of a dropdown/selection set for users to easily add their suffix?  We have encountered many variations and it would be helpful to allow the user to simply add their suffix instead of needing to contact us first to have their specific suffix added to the list. Our dropdown is getting quite long and frustrating for users per comments we've received recently.

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    Kinsey Mahan

    Melissa - Right now, the Suffix is only able to appear in a dropdown as part of the Name built-in. We have received product feedback that it would be nice to have the option for a plain text field, though, so that option may be added later.

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    Andrea Steele MSc, RVT, VTS (ECC)

    I have made a new custom attribute, but when I go to attribute security, it says NA for the attribute so I cannot have it seen by any groups including admin? What am I doing wrong? thanks!

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    Kinsey Mahan

    Hi Andrea - After you set up a new Attribute from scratch, you'll need to assign it to Member Types. To do so, navigate to Database > Member Types and click Edit Settings next to each Member Type. Inside the Member Type, you can Assign Custom Attributes, then Save. After the Attribute has been assigned to Member Types, you will be able to edit the Attribute Security and the Profile Owner Attribute Security settings.

    You may be too far in to go back and do this, but I typically recommend copying an existing Attribute with similar security rather than creating a new Attribute from scratch. That way, you can avoid having to assign the Attribute to Member Types, and may only need to tweak Attribute Security and Profile Owner Attribute Security. Hope that helps!

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    Richard Butler

    I've added a new attribute to my database.  I've created a form to auto-populate the attribute when the form is used.  When I run a search, the new attribute is not selectable.  When I view profiles that should have the attribute populated, I'm not seeing the new attribute in the profile display.  Can you tell me if I've done something wrong?

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    Kinsey Mahan

    Hi Richard - It's tough to say without knowing the specifics. You are using the Classic platform, and this article is about the new system, so you might check out this similar resource for Classic. It's likely that you may need to Assign the Attribute or set up Attribute Security. If you continue to have issues, please reach out to the Help Team by phone at 404-879-2800 or via email at help@memberclicks.com. They're here until 8PM ET tonight and will be glad to assist :)

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    LInda Coffin

    Is there a way to make a selection a "stopper" that would prevent a person from completing a membership application? I'm thinking of our Code of Ethics, where an applicant for membership MUST agree to abide by the Code to become a member. I've set that attribute to be a required field, but apparently a person can say "No" as their choice without stopping their application for membership going through.

    Is there a way I can change this attribute so that their answer must be Yes in order to continue filling out the form?

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    Kinsey Mahan

    Hi Linda - The way selection sets work, if they are required, the person taking the form has to choose one option. There isn't a way to prevent them from moving forward as long as they've selected one option. You could remove the "No" option entirely to prevent people from selecting it and moving forward – I think that's probably the best solution.

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    Carolyn Huntington

    How do you delete a custom attribute?  The option is grayed out even though I have removed all data from the attribute and removed it from showing etc. 

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    Kinsey Mahan

    Hi Carolyn - Sometimes Tier 2 has to delete attributes that have had data in them before, which sounds like the case here. To have the attribute deleted, send an email to help@memberclicks.com with the details on the attribute you need deleted, and we'll ask Tier 2 to delete the attribute for you.

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    Dana Weaver

    Hi Kinsey,  Some of our custom attributes are numbers - specifically how many units of service a member provides.  How do I pull this information from advance search if I'm trying to pull a range of service units? Thanks!

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    Kinsey Mahan

    Hi Dana - There isn't an easy way to search for a range within a number field using the Advanced Search. The best option I can think of is clicking Edit Columns from the Profile List and dragging the units of service attribute from the lefthand section to the right so that you can see that attribute as a column on the Profile List. From there, you can click the column header of the column you added to sort by that column, and tag (all on a page or just a few) to select profiles within the range you're looking for. I included a short GIF video below to help clarify what I mean. In this example, my number attribute is Graduation Year.

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    Dana Weaver

    Thanks Kenzie.  Do you know if this capability is something that the team is working on for a future roll out?  I'll need to do this a lot for our membership.

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    Kinsey Mahan

    Hi Dana - I don't know whether this is feedback we've received before – I personally haven't heard it – but I would encourage you to submit product feedback using this link so that our Product Team is aware of your need to search a range of numbers.

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