Profile Option Drop-Down Lists

Modules>CRM>Find, Query, or Add Individual>Individual Profile

This topic covers the Profile Option icons on the Individual Profile page including the following:

  • Reports Drop-Down
  • Action Item Drop-Down
  • Alternate Profiles Drop-Down

Reports Drop-Down

The Reports drop-down menu lists types of reports that can be run on the individual.

Individual Profile, Reports Drop-Down

Action Items Drop-Down

The Action Items Drop-Down includes all actions available in the Actions Bar as well as additional items, including:

  • Social Profile
  • Edit Salutations
  • Fax via RealMagnet
  • Go to Constituent Profile if the individual is also a constituent.
  • Go to CEU Profile

Drop-down Action Menu

Alternate Profiles Drop-Down

The Alternate Profiles button is located in the upper right corner of the Individual Profile and allows you to quickly view alternate profiles that are available for an individual. The profiles are dynamic to the data available, so for example, if the individual is not on a committee then the alternate profile for the committee will not display.

Available Alternate Profiles include:

  • Membership - displays an individual's membership details.
  • Constituent - displays an individual's constituent details.
  • Committee - displays an individual's committee details.

Clicking the Alternate Profiles tab expands a drop-down menu that displays available alternate profile data.

Alternate Profiles tab highlighted on an Individual Profile

Clicking one of the Alternate Profile options displays that data in the main portion of the Individual Profile. For example, clicking the Membership Detail option displays membership status data for the individual.

Alternate Profile data displayed in an Individual Profile

If multiple records are available for the Alternate Profile you select, an additional tab will display, allowing you to select the appropriate Alternate Record to view. For example, if a user has multiple memberships, a Membership Detail profile exists for each of those memberships. Clicking the Membership Detail Alternate Profile option displays the first membership, as well as a drop-down button listing additional Membership records relating to the individual being viewed. This drop-down button appears identical to the Alternate Profiles button, but the drop-down options list Alternate Records only.

Alternate Records options displayed in drop-down

To access child forms associated with alternate data displayed (such as Membership data or Constituents data), you must view that data in the desired module (such as Memberships or Fundraising.)

To configure the Alternate Profiles tab, please follow the instructions outlined on the Alternate Profile Forms page.

Tip: Keep in mind that you do not leave the Individual Profile to view Alternate Profile data. Regardless of the data displayed, you remain in the CRM module under the Individuals group item. The child forms available to you also remain the same and do not change across alternate profiles.