Add Or Remove CRM Fields

Modify Fields On Contribute, Volunteer & Subscribe Forms

You can add or remove predefined fields from your action forms (Contribute, Volunteer & Subscribe)  using the CRMAPI control panel.

  1. Click the control panel wrench on the lower left corner of your screen:
  2. Click on the Dashboard tab:
  3. Expand the Site Configuration tab:
  4. Click the CRM API tab:
  5. Click the Fields tab:
  6. On the CRMAPI Fields page you will see expandable regions for each of the action components on your website:
    1. Email Signup
    2. Contribute
    3. Volunteer
  7. Expand the region for the action you wish to modify. There will be two sections: Visible Fields & Required Fields. Activating a field under the Visible Fields option will determine whether or not it is displayed on the form. Activating a Required Field will prevent the visitor from submitting the form until they complete that field. Be sure that all required fields are set to visible or else your visitors may not be able to complete your form.

  8. When you have completed your modifications click the Save Fields button at the bottom of the page:

IMPORTANT NOTICE

This website contains support resources for legacy NGP VAN websites. If your website was recently deployed, please use: http://accelerator.support.ngpvan.com.

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