When you add a new stakeholder (or edit an existing one), you may want to add information like their address, bank details, etc. As an administrator, you can configure all information related to stakeholders by adding fields to be displayed in the Stakeholder form. The changes you make in this setting is visible while you are adding a new stakeholder in the platform. 

 

Stakeholder Configurations

To configure stakeholder information:

 


  1. Click More in the menu on the left.
  2. Under Stakeholder Settings, click Stakeholder Configurations. The Stakeholder Form is displayed. 
  3. By default, QapMap provides demat, personal, address, and bank details fields. As you can see, some fields are already selected. This means the New Stakeholder form contains these fields already. 
  4. To add an existing field, click the checkbox.
  5. QapMap allows you to add custom fields of four types. To add a custom field, select the type of field under Add Custom Input Fields.
  • To add a text field:
    1. Click the Text Field checkbox.
    2. Enter the name for the field in Title of the field. 
    3. Click Add New. The field gets added to the Fields list.
  • To add a number field:
    1. Click the Number Field checkbox.
    2. Enter the name for the field in Title of the field. 
    3. Click Add New. The field gets added to the Fields list.
  • To add a date field:
    1. Click the Date Field checkbox.
    2. Enter the name for the field in Title of the field. 
    3. Click Add New. The field gets added to the Fields list.
  • To add a dropdown field:
    1. Click the Dropdown Field checkbox.
    2. Enter the name for the field in Title of the field. 
    3. Type the option in the dropdown in the Add option field. You can add multiple options using the + next to the field.
    4. Click Add New. The field gets added to the Fields list.

6. Click Save Custom Fields to save the newly-created fields.

7. Click Update to save all changes made to the Stakeholder Configurations.