Newly added attributes not listed in Appeals and Campaigns

Melanie Schafmeister

I'm only been using RE since December and was hired to be the database person for a nonprofit. After taking the RE four-day fundamentals workshop, I realized that we need to use attributes as a better way to track certain information rather than a note in the reference section of a gift record. However, the new attributes I'm adding in database view under Configure-Campaign & -Appeals are not listed when trying to link it to a specific appeal and campaign under Records-Campaign & -Appeal.  Under Campaign, "All Categories" remains blank and under Appeals, it remains with one attribute that someone else added. Has anyone else had this happen? What am I missing to make the connection?


Thanks in advance for your help.

 

Melanie.

 

Dariel Dixon 2

Did you make the attributes active?  You may need to go into config and click the active checkbox.

Mark Guncheon 2

What Dariel suggested plus, what data types did you choose for these?

Melanie Schafmeister

Thanks Dariel and Mark! It worked. I can see them now. For data type, I'm mainly using Tables which I created in the Tables section of Configuration to control consistency. Any advice on best practices when setting these up would be great. 


Thanks again,

Melanie.

 

Mark Guncheon 2

Way to go, Melanie. My only suggestion for the table is to keep it clean. Determine if you want to keep in alpha order or by how often they are used. We've had problems in the past with tables that are too long. Past data people have added terms that can be seen as duplicates: Annual donor. Annual gift.  Or letter, postcard, note, card. That type of duplicate. Consider using table entries that work for many, not just one.