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Contact Attributes

 

Basics

  • Attributes in MinistryPlatform are used to indicate traits of an individual, such as skills, strengths, interests, and spiritual gifts.
  • Attributes can be marked by users in the Platform, or by the individual on the My Profile page of the Portal. 

Available Attributes

You have control over which Attributes are available. A SPoC can populate the desired Attribute Types and Attributes in the Lookup Values section of the Platform. Note that any Attribute Type that's set to Available Online=True is available in the Platform and on the Portal's My Profile, Group Finder (Survey) and Opportunity Finder (Survey) pages.

Adding Attributes to a Contact

To add an Attribute to a Contact record: 
  1. On the Contacts page, open the desired Contact record.
  2. Click the Attributes sub-page.
  3. Click New (to add one) or Add (to add several):
    • Attribute: Indicate appropriate Attribute.
    • Start Date: The date the Attribute began or was entered into the system.
    • End Date: Leave blank if the Attribute is current; indicate a date here if the Attribute has ended.
    • Notes: Optionally indicate notes about the Attribute.
  4. Click Save. 

As an alternate option, you can create/edit Attributes in People Lists > Contact Attributes. 

Adding one Attribute to multiple Contacts
To add multiple Contact records to a single Attribute:
  1. On the Contacts page, make a selection of the Contact records to receive the Attribute.
  2. Go to Lookup Values > Attributes.
  3. Open the desired Attribute record.
  4. On the People tab, tap the Actions menu on the right side.
  5. Select Add People.
  6. Tap the spyglass to see all Contacts.
  7. Choose your selection from the selection drop-down.
  8. Click Confirm Selection.
  9. Add a Start Date and any notes.
  10. Click Save.
Ending Attributes on a Contact
To end an Attribute on a Contact record:
  1. On the Contacts page, open the desired Contact record.
  2. Click the Attributes sub-page.
  3. Click the desired Attribute.
  4. Click Edit and add a date in the End Date field.
  5. Click Save.

As an alternate option, you can edit/end Attributes in People Lists > Contact Attributes.

Viewing Attributes

To view Attributes by the individual, open the desired Contact record and go to the Attributes sub-page.
 
To view all Attributes, go to People Lists > Contact Attributes.