Adding Fields to the Add Organization Form

Custom fields can be configured to collect additional information about organizations using the custom form Crm.Organization.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.Organization.Demographics.Add Custom Form

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

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

This form is not visible to non-staff users.