How to Record Demographic Information

Important Note on Privacy: This section can contain sensitive personal data. Only enter information that is necessary and that you have permission to store.

How to Get Here:

1. Navigate to the detail page for the contact you want to add information for.
2. In the sub-tab menu, click on Demographic.

Instructions:

1. Use the dropdown menus to select the contact's Gender, Marital Status, Time Zone, Language, and Ethnicity.
2. Use the calendar icon to select their Date of Birth.
3. If applicable, you can enter details for a form of identification in the ID Type and ID Number fields.
4. To save this information, you will need to click the main Save Account Information button at the top of the page.