Programs: Managing Properties

Properties allows a program to add custom values as a property of a contact, in addition to the core properties of a contact.

1. Click in the ribbon

2. Click CRM

3. Click Programs

4. Click a program

5. Click Properties

6. Click Add Property

7. Click Select an option under Input Type

8. Select an option:

   • Address Field: Program members enter an address

   • Checkbox: Program members check a box if it applicable to them (use for y/n, t/f, etc.)

   • Checkbox Group: Program members check all of the boxes from a group that apply to them (use when there are multiple options for data collection)

   • Color Picker: Program members select a color

   • Date Field: Program members enter a date

9. Enter the name of the property

10. Enter a label

11. Enter instructions

12. Click the under Required if you want all contacts to fill out this field

13. (For Checkbox) Enter a prompt

14. Click Save

15. To change the order of appearance of the properties, click and hold a property and rearrange

16. Click to the right of the row to edit, delete, or disable a property