Renew Demographic Questions

Renew Demographic Questions#

The Renew Demographic Questions settings allow community users to configure the questions presented to investors when renewing their demographic information.

Features: Renew Demographic Questions#

The Renew Demographic Questions settings allow you to:

  • View all renewal demographic questions

  • Filter questions by visibility status

  • View accordion panels for question sections

  • Manage question order

Location#

The Renew Demographic Questions settings page is located in the Settings category in the Primary Sidenavigation menu under .

Renew Demographics Overview#

The Renew Demographic Questions page displays all configured questions with their visibility status.

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Renew Demographic Questions Page Overview#

Question Accordion Panels#

Questions are organized in accordion panels that can be expanded to view details.

Accordion Panel Sections

The accordion panels organize questions by category:

  • Income Questions - Questions about current income levels

  • Housing Questions - Questions about housing status

  • Investment Questions - Questions about investment updates

  • Household Questions - Questions about household changes

Filter by Visibility#

Use the and switches to filter which questions are displayed in the list.

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Visible/Hidden Filter Switches#

Reordering Questions#

Questions can be reordered to change the order in which they appear during the renewal process.

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Question Reordering Instructions#

View Question Details#

Click on a question in the list to view its configuration.

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Question Selected in List#

Note

Renew demographic questions are presented to investors periodically to keep their demographic data up to date and ensure continued program eligibility.