New demographic fields have been added to the client record in SourceLink including Certifications, Classifications and Active Business Channels. Required (red) and Recommended (blue) fields are shown by dot next to each listing.

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These new fields have been added to Web Forms under client settings and Surveys Library Questions to sync with corresponding fields in SourceLink.

With the addition of these new demographic fields, we've split the existing Demographics option on Web Forms into three separate categories. The existing Demographics option was migrated to Classifications. If you would like to collect Certifications or Business Channels, please review and adjust the settings on your client intake forms.

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Data can be extracted by using the EX610 Extraction of Company Information and EX611 Extraction of People Information scout reports.