Learn how to add demographic information to a contact record in PEARS.
The Demographics section of a contact record captures gender, age, race, and ethnicity data for an individual in the Community Relationships module.
Screenshot: The Demographics section of a CRM contact form showing the Gender dropdown, Age field, Race multi-select field, and Ethnicity dropdown
1
Open the Contact Record
Navigate to the Community Relationships list and click on the contact you want to edit. Then navigate to the Demographics section of the contact form.
2
Select Gender (optional)
In the Gender field, select the contact's gender from the dropdown.
3
Enter Age (optional)
In the Age field, enter the contact's age.
4
Select Race (optional)
In the Race field, select one or more race categories that apply to this contact. Multiple selections are allowed.
5
Select Ethnicity (optional)
In the Ethnicity field, select the contact's ethnicity from the dropdown.
6
Save the Contact
Click Save to update the contact record with the demographic information.
TIP: Demographic data entered on contact records can be used to auto-calculate demographics on direct contact reports and other records throughout PEARS.
NOTE: The Race field allows multiple selections. If a contact identifies with more than one race, select all that apply.
