Adding Fields to the Add Individual Form

Custom fields can be configured to collect additional information about individuals using the custom form Crm.Individual.Demographics.Add. For additional information on configuring custom forms and fields, see the help topic: Creating and Managing Custom Fields.

Staff Visibility of the Crm.Individual.Demographics.Add Custom Form

This form is visible for staff users accessing the Add New Individual form in the Customers App > Individuals feature.

Non-Staff Visibility of the Crm.Individual.Demographics.Add Custom Form

This form is not visible to non-staff users.