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How do I add a contact's occupation and employer?

Where the fields appear

Occupation and employer are shown together near the top of the contact profile, just below the contact's name. They display as a short line in the format "Occupation at Employer." Both fields are inline and editable directly on the profile page.

How to edit the fields

  1. Open the contact's profile.

  2. Click on the occupation text (or the placeholder area if it is blank). The field switches to an editable text input.

  3. Type the occupation title and press Enter to save.

  4. Click on the employer text next to it and repeat the same steps.

Each field saves independently. You do not need to open a separate edit form.

If both fields are blank

When neither field has a value, the area appears empty. Clicking directly in the occupation or employer spot activates the input. After saving one, the "at" separator appears between them automatically.

Why these fields matter

Occupation and employer are often required for contribution compliance reporting (for example, federal FEC filings and many state equivalents require employer and occupation for donations above certain thresholds). Keeping them accurate on donor profiles makes it easier to pull correct data at reporting time.

Updating in bulk

To update occupation or employer for many contacts at once, open any table view, select the contacts you want to change, and use the edit option in the action bar to apply a new value to the selected rows.

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