Customize Admin-Facing Constituent Profile Pages

You can also customize the page that administrators use to add a new constituent to your site or update existing constituents. When customizing these pages, you can determine which fields to show and which to require.

Customize the Admin-facing Constituent Profile pages

  1. Go to Setup >Standard Page Center to see the list of Standard Pages for your site.

  2. For either Constituent Profile (Admin-Side User Registration) or Constituent Profile (Admin-Side User Update), select Customize.

  3. On Select Attributes, check the fields that you want visible to administrators who update or add a new constituent.

    Tip: Use Check All to check all the fields in a section.

    Note: Some fields must be included for any registration and will appear on this page as checked, but grayed so that they cannot be unchecked.

    1. Click Preview to view the page as you have configured it, closing the preview when finished.

    2. Click Next to save your changes and move on.

  1. On the Select Required Attributes page, you will see only the fields that you selected to include on the previous page:

    1. Check the fields you would like to require when administrators update or add a new constituent.

    2. Click Preview to view the entire page as you have customized it. Close the preview when finished.

    3. Click Finish to complete the customization and return to the list of Standard pages for your site.