DataForm

The DataForm option adds a data form to your design. Some DataForm examples include the profile section on the top of a constituent record page, the Personal information frame on the Personal tab of a constituent record page, and the Wealth Summary tab on the Prospect page of a prospect record.

A DataForm is generally not editable and displays data pulled from various areas of the program. For example, the Wealth Summary tab displays a summary of a prospect’s assets and income. In addition, you can hyperlink fields included on the DataForm to other areas of the program.

Constituent profile

Personal Info tab