Individual Profile

The Individual Profile shows an individual's name and address information, primary membership information, contact information, primary contact, social Web sites, and more.  The term "Individuals" can include a variety of types, including prospects, customers, those active in committees, and vendors. Links from the Action drop-down menu at the top right of the profile page allow you to quickly perform tasks for an individual, and child form tabs at the bottom of the screen display more detailed data on the individual being viewed.

 

Tip: If the address is out of date, click the Bad Address check box to indicate that it is no longer valid. This flag serves as a visual aid in identifying incorrect addresses, and does not remove individuals or organizations from mailing lists or change any other functionality.

If the address marked as Primary is also marked as a Bad Address, the primary address still appears on profiles, but with the warning Marked as Bad Address!.  For the Bad Address status to appear in query results, the "Bad Address" check box must be checked when selecting query data elements.

Using Contact Icons

At the top of the individual profile, use the contact icons to send an e-mail to the individual, export or copy their contact information, and retrieve e-mail history.

  • Click the Send E-mail to Contact icon to open the Send Correspondence: [Individual Name] form. Compose an e-mail to the individual or select an e-mail template from the template list.  Use HTML formatting to customize your e-mail, indicate a high priority e-mail, and send a test copy of the e-mail for review.

  • Clicking the Export Contact Information to VCard icon downloads a copy of the .vcf (VCard) file containing the individual's contact information.
  • The E-mail History Icon allows you to pull archived e-mail history for the selected individual.
  • Use the Copy Contact Info to Clipboard icon to copy mailing label information to your computer clipboard, including the individual's name and address. You may then paste the information into any word processor, spreadsheet, or text field.

Using Action Icons

Profile action icons appear at the top right of each profile. Each action icon displays a drop-down menu listing options allowing you to edit and update profile information. Hover over each action icon to open drop-down menus allowing you to edit information, perform actions, view links, and run reports.

For more information on how to use the individual profile menus, visit the help topic, Understanding Profile Menus.

Editing Individual Profile Information

To edit an individual's profile information, hover over the edit profile action icon and select the desired edit option. You can:

  • Edit Name and Address
  • Edit Phone and E-mail
  • Edit Membership Info
  • Edit Addresses
  • Edit E-mail Opt Out
  • Edit Login
  • Edit Social Handles
  • Upload/Edit Image
  • Edit Individual Demographic

In previous builds, the Edit Addresses, Edit E-mail Opt Out, Edit Login, Edit Social Handles, and Upload/Edit Image options were available via hyperlinks on the profile page. These options are now available under the edit action icon drop-down menu.

Selecting any of these options opens a window, allowing you to edit the desired information for the individual. For more information, please see the help topic: Editing Individual Profile Information.

Using Individual Profile Actions

Action icons listed on the individual profile allow you to perform actions for the individual being viewed. Using the action icons, you can shop for the individual, add payments to outstanding invoices, view transaction summaries and details on merchandise fulfillment, and add notes to the individual profile. Action icon options can also be found under the actions profile icon.

Individual profile action icons allow you to:

  • Shopping:  Navigate directly to theShopping screen to add products to the individual's shopping cart for purchase, including items, donations and funds, memberships, events, training sessions, exhibits, and more.
  • Add Payment: Use this link to select and pay outstanding invoices and to apply discounts to said invoices.
  • Transaction Summary: View a list of all transactions made by the individual, including transactions for orders/invoices, line item purchases, payments, credits (and total available credits), write-offs, applied credits, and refunds.
  • Fulfill Merchandise: Click this link to use the Merchandise Fulfillmentform.  Search for customer names, product names, and invoice dates to view reports on all stages of the order fulfillment process. You can create picking lists, packing lists, billing labels, shipping labels, and invoices.
  • Add Notes: Record notes on the individual using the Add Notes option. Certain notes may be set to pop-up each time the individual profile is viewed. All notes added using this feature will appear under the Notes child form on the individual profile screen, and may be edited and deleted from that location.

Using Individual Profile Child Forms

Individual profile child forms allow you to view and, in some cases, add additional information on an individual. For information in child forms in the Individual Profile, view the help topic: Individual Profile Child Forms.