Organization Demographics

Modules>CRM>Find, Query, or Add Organization> Organization Profile>Edit Profile Menu Bar> Demographics link

The Demographics drop-down link on the Edit profile menu tab of the Organization profile opens the Edit Demographic form, which allows you to enter a range of demographics information about the organization, including BPA information. Some of the fields in the Demographic Information form include:

  • Credit limit (see Editing Data for more on Credit limit)
  • Type of ownership
  • Dun & Bradstreet number
  • Date founded
  • Number of locations
  • BPA Demographics
  • Number of employees
  • Annual sales volume and revenue
  • Main Currency
  • Annual budget
  • State incorporated
  • CPA Demographics (These fields appear only if the EnableCPAFunctionality system option is set to true.)