Renew Demographic Questions#
The Section: Renew Demographic Questions settings allow administrators to configure the questions presented to investors when renewing their demographic information.
Features: Renew Demographic Questions#
The Section: Renew Demographic Questions settings allow you to:
Location#
The Page: Renew Demographic Questions settings page is located in the Settings Category: Settings category in the Item: Primary Sidenavigation menu.
Don’t see the Primary Sidenavigation menu?
See How to Toggle Primary Sidebar for more information.
Renew Demographics Overview#
The Section: Renew Demographic Questions page displays all configured questions with their visibility status and system default settings.
Renew Demographic Questions Page Overview#
Filter by Visibility#
Use the and switches to filter which questions are displayed in the list.
Visible/Hidden Filter Switches#
Common Pattern
See Filter by Visibility for detailed explanation.
Reordering Questions#
Questions can be reordered to change the order in which they appear during the renewal process.
Question Reordering Instructions#
Reordering Questions
For detailed reordering instructions, see Reordering Questions in the Demographics documentation.
View/Edit Question#
To view or edit a question, Action: click on the question in the list.
Question Selected in List#
View/Edit Dialog
The View/Edit dialog for Renew Demographics is identical to Demographics. See Viewing Existing Questions for full documentation of the dialog fields including:
Question Field and Visibility
Yes or No Answer Settings
Answer Table Configuration
Question Dependencies
Back to List#
Action: Click the button to return to the question list without saving.
Back to Question List#
Save Changes#
After making changes, Action: click the button to apply the updates.
Save Changes Button#
Note
Renew demographic questions are presented to investors periodically to keep their demographic data up to date.