Today's pro tip: getting your attribute tree in order.

Attributes are a foundational piece of the Trail Blazer CRM.  It's pretty easy that if they go unchecked for a long time, or there is staff turnover, that they can become unwieldy and less useful.  We suggest that your team gets together to review which attributes are being used, which can be removed or merged, and which news ones may need to be added.  This will make your workflow much smoother and affective when categorizing your constituent records.

How to Create Attribute Folders and Attribute Items (article): https://www.trailblz.com/kb/?action=view&kb=182&cat=0&qq=attribute
Adding New Attributes (video): https://www.youtube.com/watch?v=XCes8fwyGzY
How to Merge Attributes (article): https://www.trailblz.com/kb/?action=view&kb=203&cat=0&qq=attribute
Deleting Attributes (video): https://www.youtube.com/watch?v=rkewsly3ttI