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netFORUM Pro Modules > Administration > Drop-Down List Setup > CRM Setup > Individuals > Setting Up the Ethnicity Drop-Down List
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Setting Up the Prefix Drop-Down List

Setting Up the Suffix Drop-Down List

Setting Up the Individual Type Drop-Down List

Setting up the Chapter or Affiliate Drop-Down List–Individuals

Setting Up the Interest Code Drop-Down List

Setting Up the Ethnicity Drop-Down List

You can use the Ethnicity list to record an individual's ethnicity.

Using Ethnicity as a Demographic

You can add, edit, or delete drop-down list items from the Ethnicity list on the Individual tab in CRM Setup.

To add an Ethnicity:

  1. Navigate to the CRM Overview page.
  2. On the Overview page, click Setup.
Tip: You can also access this setup page by clicking the Administration icon > Overview > Customer Setup link.
  1. On the Customer Information Profile page, select the Individual tab.
  2. On the Ethnicity child form, click the ADD button.
  3. In the Interest Code Information window, enter the Ethnicity.
  4. Enter a Description.
  5. Click Save to add the ethnicity to the Ethnicity drop-down list in the application.

To edit an ethnicity:

  1. Click the edit button next to the ethnicity you would like to edit.

  2. Make your changes and click Save.

To delete an ethnicity from the drop-down list:

  1. Click the delete button next to the ethnicity you would like to delete.

  2. Click OK to confirm the deletion.