Add people fields to forms

After you create your new people template you must add this template data to the various people forms to enable users to see your new agency-defined People fields.

To add template data to forms

1. Navigate to the appropriate people tab (Contacts or Professionals) on the Record detail page.

2. To open the detail form, select the link to the contact or professional.

3. To add the new field to the form, choose Menu > Edit view.

4. From the list of fields, select Template data.

5. Select OK.

6. In the Effect scope section, set the user access.

7. Select Save.