Table of Contents
The Profile View Page
Whether you use the Quick Search or the Profile Selector to find a profile, click on the name of the profile to open the Profile View page.
Quick Search results:
Profile Selector results:
This page is a wall of information that is organized under panels.
A. In the first panel, you will find the name of the selected profile.
B. Above the profile name are two options:
- Add as a Member / Drop Member: If the selected profile is not a member, you will see the "Add as a Member" option. If the selected profile is a member, you will see the "Drop Member" option.
- Edit Profile: This will send you to the Profile Edit page.
A dropped member will have, by default, a gray icon.
C. In the upper right, there is a New Profile button to add a new profile.
D. Many of these panels have links in the top right corner. If a panel includes a Manage All link, you can click on it to see an expanded list of the panel with more information and options.
When something is changed, but the panel appears to be reflecting old information, you may need to refresh the page to see the latest information.
Below is a quick summary of the panels shows:
- Profile Information: General information about the profile and membership.
- Affiliations: Affiliation codes that are tagging this profile
- Referral Report: A breakdown of referrals to this member for the past year.
- Events: A list of events for which this profile had registered.
- Profile History: When the profile was created or updated.
- Committees: The committee(s) that this profile had joined.
- Web Content: Any web content that was created on this profile.
- Revenue: The total amount invoiced with break out of dues and non-dues, a list of recurring billing information, and open invoice totals based on age (e.g., open for at least 30 days).
- Primary Relationships: A list of related profiles with the main contact and billing contact sorted to the top.
- Custom Fields: Custom fields that have values defined for the selected profile. Custom fields allow you to store more information about the profile.
- Member Activity: Logged member activity such as when a profile joins or drops.
- Recent Contacts: Contact records that were added to the last 90 days. This includes emails if those emails had the option enabled to "create contact records on profile."
- Sales Opportunities: Sales opportunities that were added for tracking membership leads, sponsorship opportunities, and other potential sales of products and services.
- Benefits: Active benefits with their total value and the amount used.
- Certifications: Certifications with certification/expiration/renewal dates, and required CEUs, if any.
- CEUs: CEUs with the number of credits, source, and expiration date.
- Tasks: Tasks that were added to the selected profile, including their due date, assigned user, and whether or not they have been completed.
Breakdown of Panels
Profile Information
The first panel includes general information about the profile and membership.
-
Profile name and primary listing category.
- The profile name (report name) can be changed from the Profile Edit page (General Information).
- The primary listing category can be changed from the Profile Edit page (Listings).
-
Membership level and member since date.
- If a profile dropped membership, the Member Since will still display the date that they had previously joined. If a profile rejoins, the Member Since will reflect the original join date.
- Both of these can be changed from the Profile Edit page (Membership).
If a member is dropped, the original Member Since date will continue to appear, and if they rejoin later, it will continue to show the original join date.
-
Profile ID and profile status.
- The profile status can be changed from the Profile Edit page (General Information).
-
Address, email address, and phone numbers.
- All of this can be changed from the Profile Edit page (General Information).
-
Social media links and the website.
- The social media links can be changed from the Profile Edit page (Social Media).
- The website can be changed from the Profile Edit page (General Information).
- Number of full time-employees and number of part-time employees.
- Both of these can be changed from the Profile Edit page (General Information).
-
Sold By user and Assigned To user.
- Both of these can be changed from the Profile Edit page (General Information).
-
Engagement Metrics opens an Engagement Report for this profile. This report includes:
- Revenue items and amounts for the past 12 months.
- Breakdown of open invoices.
- Number of referrals for the past year.
- Breakdown of benefits with the balance of value,
- Committee involvement.
Affiliations
Below the Profile Information panel is the Affiliations panel.
This shows you all of the affiliation codes that are tagging this profile. The list is broken down by affiliation types with the affiliation codes underneath each type.
These can be changed from the Edit Profile page (Affiliation Codes). This is pulling from your master list of affiliation types and affiliation codes.
Referral Report
The Referral Report panel includes a pie chart that shows all referrals for the past 12 months.
Each slice represents a referral type as indicated by the color key on the right. You can also click View Value Report to open the Value Report for this profile.
Events
The Events panel shows a list of events for which this profile has registered. It includes the start date and name of each event.
This list will reflect all registrations whether they are in the past or the future and whether this profile was marked as having attended or not.
For more information on managing events, click here.
Profile History
The Profile History panel shows when this profile was created and when it was updated.
Committees
The Committees panel shows the committees on which this profile has served or is serving.
Below the committee name is the date that this profile started with that committee.
If the committee member's seat expired then the expiration date will appear to the right.
If there are related profiles that are representing this profile on the committee, their names will appear underneath the committee name.
For more information, choose one of the following:
Web Content
The Web Content panel shows a list of assets that were uploaded directly to this profile.
For example, images and documents.
Next to each asset is a link to Copy URL if you need to access or share that asset.
In the top right corner, there is a Manage All button to manage web content at the profile level. For more information on managing web content, click here.
If you click Manage All, you may need to scroll up to find the New Web Content button.
Revenue
The Revenue panel shows the total lifetime invoiced amount for this profile with a breakdown of dues and non-dues. Next to these totals is a pie chart to illustrate the breakdown.
If everything shows as $0.00 then this profile has not been invoiced yet.
In the top right corner, there are two links:
- Create invoice: This allows you to create an invoice for the selected profile.
-
View Transactions: This allows you to:
- View this profile's invoices for a specified date range.
- Print this profile's invoices.
- Email selected invoices from the list.
- Click on an invoice number to edit the invoice.
- Apply a payment.
- View unapplied payments
Whether an invoice is classified as dues, non-dues, or a combination depends on the revenue item that was selected for each line item of the invoice.
Recurring Billings will show a list of billing records with the revenue item name, anchor month and interval (e.g., Every 12 Months) and amount on the right.
On the right side of the panel is an Aging Summary where you can see the outstanding amount total (Current) and then, below that, a breakdown of that total by aging period (e.g., 30 days past due).
Primary Relationships
The Primary Relationships panel shows a list of related profiles.
Related profiles will only appear in this view if they have a "primary relationship" (a distinction that you make when setting up the relationship types). An example of a primary relationship is an "Employee" and a non-primary relationship is a "Former Employee."
In the top right corner, there are three links:
- Relate an Existing Profile: This allows you to enter the name or ID of an existing profile, select it as a related profile, and then place a check next to its function(s). For example, the Billing Contact. There is also a drop down list to choose a relationship type.
- Relate a New Profile: This allows you to create a new profile, which will be selected as a related profile, and place a check next to its function(s). For example, the Billing Contact. There is also a drop down list to choose a relationship type.
It will alert you if there is a potential duplicate and let you select it instead.
- Manage All: You can click Manage All to view a complete list or to edit the relationships.
The main contact and billing contact, if defined, will appear at the top. This is indicated in the bottom right corner of the related profile.
All related individuals will be sorted before related organizations. If there are more than 10 related profiles, the list will be paginated with an option at the bottom to move between pages.
For more information on managing related profiles, click here.
Custom Fields
The Custom Fields panel shows custom fields that have been defined on this profile.
Custom fields allow you to track more information on the profile. In addition to tracking, custom fields can be used when searching for profiles in the Profile Selector.
As an example, you could create a custom field called "Vendor" with the option of Yes (no would be implied by leaving it undefined/not visible). You could then pull a list of vendors by using the Profile Selector, adding a search field for the "Vendor" custom field, and choosing Yes for the value.
For more information on managing custom fields, click here.
Member Activity
The Member Activity panel shows the date when a member joined or dropped, and other manually entered member activity records.
Recent Contacts
The Recent Contacts panel shows contact records that were added to this profile with a contact date that is within the 90 days. You can click Manage All to look at contacts beyond that range.
From this view, you can see the individual or organization that was contacted, the date of the contact, the subject, short description, the contact type, and the user who initiated the contact.
In the top right corner, there are two links:
- Add a Contact: This allows you to add a contact record. For more information, click here.
- Manage All: This allows you to see the full description and to have more options (editing and deleting records).
For more information on managing contact records, click here.
Sales Opportunities
The Sales Opportunities panel shows all sales opportunities that were added to this profile.
In the top right corner is an option to Add a Sales Opportunity and, to the right of each opportunity, an option to Edit. For more information, click here. There is also an option to Delete.
Exercise caution because this cannot be undone.
For more information on managing sales opportunities, click here.
Each sales opportunity includes the:
- Revenue item
- Start date
- Estimated amount
- Estimated close date
- Sales probability of Low, Medium, or High
- Assigned to user (the profile that, on behalf of the selected profile, was assigned this opportunity)
- Working with user (the profile with whom the assigned to user is working).
There is an option to mark an opportunity closed or lost if you click Edit.
If an opportunity is closed or lost then it will show CLOSED or LOST with the date and reason.
Benefits
The Benefits panel shows all active benefits that are assigned to this profile.
In the top right corner is a Manage All button which allows you to add a new benefit to this profile, edit or delete, and mass renew all benefits for this profile.
For more information on adding benefits to a profile, click here.
The benefits will be listed in alphabetical order.
On the left side, each benefit will include the name, quantity used, and quantity available. On the right side, you will see the value used and value available.
When someone uses a benefit, you would flag it as used, so the Benefits panel reflects that usage.
Certifications/CEUs
The Certifications/CEUs panel shows all certifications and CEUs that were added to this profile.
You can add a certification by clicking Add a Certification in the top right corner.
- Each certification includes the name, certification date, date renewed, and expiration date.
- For more information on creating certifications, click here.
You can add a CEU by clicking Add a CEU down below.
- Each CEU includes the type, number of credits (CEUs), the source, date, and expiration.
- For more information on creating CEUs, click here.
Next to each certification or CEU are options to Edit and Delete.
Exercise caution because this cannot be undone.
Tasks
The Tasks panel shows all tasks that were added to this profile.
In the top right corner, there are two links:
- Add a Task: This allows you to add a single task to this profile.
- Generate Tasks: This allows you to generate a batch of project template tasks for this profile. It will prompt you to choose a project type and start date.
For example, you could create a project type called "Fundraiser," and then create a list of project template tasks (see below), and point each task at the "Fundraiser" project type. When you generate tasks on the profile, choosing "Fundraiser" as the project type, it will add all six tasks.