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How do I update a contact's employer for compliance reporting?

Employer and occupation appear on every contact profile and are the fields most commonly required for FEC and state campaign finance disclosure filings. You can edit both directly from the profile page.

Where to find the fields

Open a contact's profile. Just below the contact's name, you will see a line that reads "[Occupation] at [Employer]". These are the two fields you need to update.

How to edit

  1. Click the pencil icon next to the occupation field. A text input appears in place.

  2. Type the correct occupation and press Enter or click away to save.

  3. Click the pencil icon next to the employer field. A text input appears in place.

  4. Type the correct employer name and press Enter or click away to save.

Each field saves independently. You do not need to open a separate edit form or click a save button.

If the field shows no value

If a field has not been filled in, it displays "Add occupation" or "Add employer" with a pencil icon. Click that text or icon to open the input and begin typing.

After saving

The profile updates immediately. The updated employer and occupation values will be reflected in any data export that includes those columns.

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