Additional BBIS Profile fields

Has anyone added additional fields to the BBIS Profile part or created a custom part to display fields? We are looking for developer recommendations or best practices.

Comments

  • @Danielle Sweet
    Have you looked at creating a Form rather than using the Profile Update part? Within Forms, you can create a “Profile Update Form” and you can add custom fields to the form by exposing the constituent custom attributes from CRM - without any custom development.

  • @Danielle Sweet, yes this is very possible. You can create a custom handler with C# and then post your custom fields with the “LOGGEDIN” page variable. The custom handler captures the data and then saves it to your database. There are multiple options of how to get that data from your custom table and into batch, records, etc. We solely utilize Velocity for this, but there are other ways. Happy to chat more!