How to globally add an attribute to all records within a query?

Georgia MacCrone

I am needing to add an attribute onto all constituent records that are in a query. The query pulls 207 names and they will all be assigned the same attribute category and description. How can I do this?

Alan French

To globally add an attribute, go to Admin > Globally Add Records, select Constituent Attributes, click the “include” button, choose “selected constituents” and select your query. Click on the “attribute information” button and enter the details of the attribute(s) you want to add. Choose whether you want to create a control report or exceptions query, then click Add Now.

I think you can also add attributes through a global change too, if you prefer, but I find global add more straightforward.

Barbara Kunkel

Hi @Georgia MacCrone, Great question, and we can help you out. You did the first important step with building your query for your records. Here is more information on using Administration > Globally Change Records to add attributes. How to globally add or delete attributes (blackbaud.com) (Knowledgebase Article - 39376) Let us know if you need further steps for this process.