> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/forms-overview/manage-profile-questions.md).

# How to Manage CRM Profile Questions

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, or **Manager**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).

### Instructions

CRM Profile Questions are managed through a form called **Internal CRM Profile Form** under Manage Forms.

1. Navigate to [**ENGAGE > Survey & Forms > Manage Forms**](https://control.peoplevine.com/surveys).

> **Note (Pro Dash):** Navigate to **ENGAGE > Survey & Forms > Manage Forms**.

2. Locate **Internal CRM Profile Form** in the forms list. It has the tags: `crm`, `public`, `Allow Edit`.
3. Click the **Menu** button (blue) to open the Form Detail page.
4. Click **VIEW QUESTIONS** to see all current profile questions.

#### View existing questions

The questions list shows:

| Column                   | What it shows                                                                                                                     |
| ------------------------ | --------------------------------------------------------------------------------------------------------------------------------- |
| **Order**                | Drag handle to reorder                                                                                                            |
| **Required**             | Whether the field is mandatory                                                                                                    |
| **Question**             | Field name + attribute tag (e.g., `attribute: Assistant First Name`)                                                              |
| **Field Type**           | Short Answer, Long Answer, Select Multiple Answers from List, Select Answer From Dropdown, Select Answer from List, date, section |
| **Settings**             | Field ID link                                                                                                                     |
| **View / Edit / Remove** | Action buttons                                                                                                                    |

#### Add a new question

1. Click **ADD A QUESTION** at the top of the questions page.
2. Configure the question using the same form builder as any other form. See: [How to Edit and Reorder Form Questions](/products/control-panel-overview/forms-overview/edit-form-questions.md) for question types and settings.

#### Edit an existing question

1. Click the **Edit** button (green) next to the question you want to change.
2. Update the field name, type, required setting, or answer options.
3. Save.

> **Note**: Each question has an `attribute` tag that maps it to a CRM profile field. When staff or members complete the form, answers are saved directly to the CRM profile.

### Best Practice

Use section headers (Field Type: `section`) to organize questions into logical groups (e.g., "General Information", "Family Information", "Referral Information", "Membership Information").

### What Happens Next

* **On the staff side**: Updated questions appear on CRM profiles when staff click **Edit** on a person's profile. The Profile Questions section shows the form fields.
* **On the portal side**: Profile Questions also determine which fields members can view and edit in the Member Portal.

*Last updated: 2026-05-24*


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# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.peoplevine.com/products/control-panel-overview/forms-overview/manage-profile-questions.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.