Attributes
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 ...
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" ...
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 ...
Delete an Attribute
This article shares how to delete existing attributes in your ecosystem. Please be aware: This action cannot be undone. How to Delete an Attribute: Step-by-Step Instructions 1. Login to PARTNER CPRM and open your Ecosystem. 2. On the lefthand side of ...
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 ...
Assign Attributes to Members
This article shares how to assign an attribute to multiple members in your ecosystem at the same time. Follow these steps: NOTE: You must create your custom attributes and members before you can start assigning them. You can also assign attributes to ...
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 ...
Create a GIS Attribute
This article shares how to add a custom GIS attribute for your ecosystem members. GIS Map attributes will populate data based on the primary address of the member and can not be edited by users. The data is pulled from the selected GIS map base ...
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 ...