Individual Profile

Completing and saving the Add—Individual form creates an Individual Profile. Each Individual Profile page has certain features in common, including child forms and the alternate profiles drop-down options. These features allow you to view a wide range of information on the individual and make necessary changes and updates to their information.
Individual Profile Page

Individual Profile Icons and Buttons

There are several icons and buttons that lead you to popup windows from the Individual Profile. The popup windows allow you to enter and edit information about the individual. They include the following:

Actions Bar

Individual Profile Actions Bar

The Actions Bar includes icons that allow you to quickly and easily do the following:

Extended Profile Info

The Extended Profile Info button opens a placeholder conveniently located on the profile page. The placeholder is used to store and display additional information about an individual without having to customize the profile page.

Custom Info placeholder

Note: This is a blank form. You must have admin rights (toolkit access) to add design elements to it.

Download Contact Info

Contact information about the individual can be downloaded to a hard drive and opened using Microsoft Outlook or Microsoft Word. Downloaded information includes the individual's name, company, e-mail address, phone and fax number(s), address, and more.

Organization Profile with Contact Info Icons Highlighted

Child Forms

An Individual Profile has a range of child forms that record information related to the individual (such as subscriptions, memberships, invoices) These child forms are grouped under tabs, which are located under the main information section of the Individual Profile.

No more than one child form menu tab can be displayed at a time. Clicking the More tab expands a fly-out menu that lists all available child form categories. A breakdown of all child forms tabs available on the Individual Profile appears on the Individual Profile Child Forms page.