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Adding an Organization's Demographic Information

When you add or edit an organization record, you can add demographic information for the organization directly from the Organization Information form. Demographic information may include information such as date founded, number of employees, year incorporated, and much more. You may add baseline or custom demographics.

Note: Demographic fields must be enabled first before they will appear. View  Enabling Baseline Demographic Data Fields for an Organization and Creating Custom Demographic Data Fields for more information. Demographics may be enabled for individuals, organizations, awards, products, events, and so forth.

To view or edit the organization's demographic information:

1. Go to the Organization Profile.
2. In the Additional Information section, click the Expand/Collapse button as needed.
3. Add the organization's demographic information. (To select multiple list items, press the shift key on your keyboard and click the values to select them.)
4. Click Save. Next time you go to the Organization Profile (Edit form) you will see the values you entered or selected. (Multiple values will be highlighted.)

Use the Design Demographics functionality to create a custom form to display the demographics.

See Also