Edit an Attribute Group

Edit an Attribute Group

This article shares how to edit an existing attribute group in your ecosystem. 
These instructions are for editing the name of an attribute group. To change which attributes are in a group, you must edit that individual attribute.

How to Edit an Attribute Group: Step-by-Step Instructions

1. Login to PARTNER CPRM and open your Ecosystem.

2. On the lefthand side of the screen, click "Attributes" within the ecosystem navigation menu to open your attribute library.

3. Click the button at the top that says "Manage Groups."



4. To edit a group name, hover over it and click the pencil 'edit' icon to the right.



5. Edit the name of the group and then click the checkmark icon to save it.

6. When done editing group names, click "OK."



The name of the attribute group will now be changed wherever you display it.

To add or remove attributes from an attribute group, you must edit each individual attribute, as they can only be on one group at a time. 

    • Related Articles

    • Create a New Attribute Group

      Organize your member attributes using attribute groups. For example, create a "Contact Info" Group and add their email address, phone number, and mailing address. Attributes are organized by group when displayed in member cards and when editting or ...

    • Reorder an Attribute Group

      This article shares how to reorder an attribute group in your ecosystem to change the order in which attributes appear on the edit screen and member card. How to Reorder an Attribute Group: Step-by-Step Instructions 1. Login to PARTNER CPRM and open ...

    • Edit an Attribute

      This article shares how to edit existing attributes in your ecosystem. To learn how to create a new attribute, read this article. How to Edit an Attribute: Step-by-Step Instructions 1. Login to PARTNER CPRM and open your Ecosystem. 2. On the lefthand ...

    • Delete an Attribute Group

      This article shares how to delete an existing attribute group in your ecosystem. How to Delete an Attribute Group: Step-by-Step Instructions 1. Login to PARTNER CPRM and open your Ecosystem. 2. On the lefthand side of the screen, click "Attributes" ...

    • Create a New Attribute

      This article shares how to add a custom member attribute in your member library. These allow you to collect additional info about the members of your ecosystem, like previous meetings and interactions, notes about your partnership, and single-choice ...