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Questions

Questions are custom fields you collect on People records — interests, family details, visit history, and anything else your team needs.

Manage questions​

  1. Go to Admin → Questions.
  2. Create a question and choose its type / options.
  3. Mark required fields carefully.
  4. Reorder so staff see the most important prompts first.
  5. Archive questions you no longer use.

Answers appear on each person’s Profile tab.