Contact Demographics

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.

NOTE: Demographics are restricted more tightly than the rest of a contact record. They are visible and editable only to the contact's record owner, the owner's supervisors, Data Managers, and Organization Administrators — a sharing grant of View Only or even View & Edit does not expose them. See Contact Permissions.

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.