Adding Biography to a Constituent's Record in CRM360®

As of 7.4.2, constituents can maintain a biography about themselves through the Biography control in e-Business, as shown below. See Configuring the Biography Control for more information.
Web_Bio_Control.png
Although this information is stored in the back office, the intention of this feature is to view what the constituent added on the web.

To add the constituent's biography information in the back office:

1.    From the Background Information task category in CRM360, click Biography, as highlighted below.
Biography.png
The Biography screen displays, as shown below.
Biography_Screen.png

2.    Click Edit Text.
The HTML Editor Dialog window displays, as shown below.
HTML_Editor_Dialog.png

3.    Add or edit the biography information of a constituent here.

4.    Click OK.

5.    Click Save.
The constituent's background information is updated in the back office, as well as on the web, as shown below.
Web_Bio_Control.png