Managing Contact Attributes

TrueDialog Portal

Contacts > Contact Attributes

This article will show you how to update and delete your contact Attributes. A contact Attribute stores additional information about your contacts not included in the regular contact fields, such as Phone Number, Email, First Name, Last Name, and Assigned ID. For instructions on creating a contact Attribute, see the following article.

• Creating a Contact Attribute

The Attributes table is divided into two sections: My Attributes and Inherited Attributes. Inherited Attributes are passed down from parent accounts and can not be edited or deleted. Attributes are inherited by both Shared and Primary accounts. 

Every new account inherits default attributes from TrueDialog that can not be removed or edited. [State, City, DOB, Zipcode, and Name]

1. Expand Contacts in the left sidebar and select Contact Attributes.

   

Update Attribute Description

Once an Attribute is created, only the description can be changed.

1. Click the Attribute Name.

   

2. Enter your changes to the description in the Description textbox.
3. Click Update.

   

4. After updating the Attribute, a success message will appear in the upper right corner.

   

Delete Attribute

WARNING: Deleting an Attribute will delete the value stored in the Attribute from all contacts, including contacts in accounts that have inherited the Attribute.

1. Click Delete.

   

2. Click Yes in the Delete contact attribute confirmation window.

   

3. After deleting the Attribute, a success message will appear in the upper right corner.