Profile Edit Screen

The Edit Profile Page

If using the Quick Search to type in the profile ID or name, once it appears, select the Edit Profile button.

If using the Profile Selector to create a list of profiles that match set criteria, select the Edit button on the left side of the profile to edit.

If starting on the Profile View screen, select the Edit Profile button in the top left.

Both paths lead to the Profile Edit screen.

On the left is a list of tabs, and on the right is information for the selected tab.

Below is a quick summary of the tabs:

• General Information: This tab includes the name of the individual or organization, the contact information, some organizational information, users that are attached to this record, and checkboxes to flag the profile as a prospect, or to flag the profile to not receive email.
• Membership Information: This tab includes the membership level, the date that this level went into effect, the source of this membership, and a place to store related notes.
• Additional Addresses: This tab expands on the contact information by allowing further addresses to be entered (e.g., a billing address or a mailing address).
• Additional Phones: This tab expands on the contact information by allowing further phone numbers to be entered (e.g., a mobile number or an emergency number).
• Additional Emails: This tab expands on the contact information by allowing further email addresses to be entered (e.g., a work email or personal email).
• Listings: This tab allows one or more categories, level placement, and descriptions to be entered for listing this profile in the member directory.
• Embedded Video: This tab allows the HTML code of a video to be entered for displaying in the listing (for a video on YouTube, select Share, and Embed to copy the HTML code).
• Social Media: This tab allows social media links to be entered for several possible sites.
• Affiliation Codes: This tab allows one or more affiliation codes to be added to this profile.
• Billing: This tab allows one or more billing records to be created for generating invoices.
• Web Portal Credentials: This tab allows the member portal login credentials of this profile to be created, changed, reset, or disabled. It also offers a link to view the profile's portal.
• Custom Fields: This tab allows one or more custom fields to be set for tracking any further information.
• Notes: This tab allows notes about this profile to be stored.
• Delete Profile: This tab offers an option to delete the profile.

Breakdown of the Tabs

General Information

The fields and options will vary slightly between an organization profile and an individual profile. Most of them are straightforward (e.g., Address, City, and State), but several are listed below for clarification:

• Report Name: This is how the individual or organization will appear when searching MC Trade or running a report. Click here for more information about all of the name fields.
• Inherit Address: This option sets one profile to automatically use the address entered for a related profile. If selected, a drop-down list of Related Profiles will appear. Choosing a related profile will link the address fields of this profile to the address fields of the related profile.
• Inherit Phone: This option sets one profile to automatically use the phone numbers entered for a related profile. If selected, a drop-down list of Related Profiles will appear. Choosing a related profile will link the phone number fields of this profile to the phone number fields of the related profile.
  After checking either of the Inherit options, click Save, and refresh the page. If the inherited information does not appear, confirm that the related profile has the information to be inherited. 

• Default Phone: Choose which Phone Type should be displayed in the relationship grid (when viewing this profile's relationship to another profile).
• DBA Name: Store the "Doing Business As" name of an organization.
• Preferred Method of Billing: In MC Trade, a printed invoice or an email a link to the invoice can be sent. This option changes the profile's preferred method for searchability. (Ex: search for profiles that have Email as the preference.)
• Number of Full-Time and Number of Part-Time Employees: These numbers will also appear on the Profile View screen and can be added as criteria in the Profile Selector. For example, search for profiles that have more than 100 full-time employees.
• Customers: Similar to the previous in that it can be added as a criterion in the Profile Selector.
• Profile Status: Choose from a list of profile status codes, if they have been set up (Admin > Manage Codes > Profile Codes > Profile Status). A profile status code can indicate a member's standing (e.g., Active and Inactive) or can indicate why a non-member is in the database (e.g., Former Member or Vendor).
  The profile status code can be automatically assigned through membership levels or automatically taken away through drop automation.

• Assigned To: Assign the profile to a user who could be responsible for retention or outreach efforts.
• Sold-By: Indicate the user that should appear in the line items of an invoice as the default sold-by user (this can be changed if necessary).
• Prospect: This classifies the profile as a prospect.
• Do Not Send Email: This indicates that this profile should not receive emails. There are criteria on the Profile Selector for this, and a warning if attempting to email anyone who has been set not to receive email.

Membership Information

This tab is to view or edit the membership level of an existing member.

• For a non-member, this tab will be grayed out.
• To turn a non-member into a member, go back to the Profile View screen and select Add As A Member (top left).
• To turn a member into a non-member, go back to the Profile View screen and select Drop Member (top left).
• The Member Source is used to track how this member was acquired. Member source codes must be set up (Admin > Manage Codes > Member Codes > Member Source Codes).

Additional Addresses

This tab is used to add more possible addresses for this profile.

After choosing a Type,  options appear to add an additional billing address, default address, home address, mailing address, or physical address.

Additional Phones

This tab is used to add more possible phone numbers for this profile.

Additional Emails

This tab is used to add more possible email addresses for this profile.

By choosing a Type, the option appears to add an additional personal or work email.

Listings

The Listings tab affects how this member will appear in the member directory.

• The member directory can be searched by category. Popular category options include sorting by industry (e.g., Government or Construction).
• Categories can also have subcategories. Subcategory cannot be seen on a drop-down list unless a category that has subcategories is selected.
• Listing Levels affect how this member will appear on the directory's category list page, while Details Listing Level affects their separate company page in the directory.
• Level 5 is the highest listing and includes all possible features.
• More than one listing can be added, but be sure to uncheck Primary Listing for additional listings.
• The Short Description will appear on the directory's category list page, while the Long Description will appear on its separate company page in the directory.

Click here to learn how to enhance a member listing. 

Listing Overrides

When adding or editing a listing, select Expand Listing Overrides at the bottom, and hide information such as the address or phone number. There is also the option to override profile information, and change the information such as showing a different address or phone number.

If Main Contacts are enabled, the main contact displayed can be changed by clicking on the Display Related Profile drop-down list.

Embedded Video

The embedded video option allows a video to be embedded in a listing.

For example, selecting Share on a YouTube video gives the option to Embed. This provides a code that can be pasted into this field (adjust the height and width if necessary). 

Social Media

The Social Media tab is used to add social media addresses for the following:

• Angie's List
• Facebook
• Flickr
• FourSquare
• Houzz
• Instagram
• LinkedIn
• Open Table
• Pinterest
• TripAdvisor
• Twitter
• Yelp
• YouTube

Affiliation Codes

The Affiliation Codes tab provides a list of Affiliation Codes on the left. Select the arrow to move each wanted code to the right or move each unwanted code back to the left.

Billing

The Billing tab is used to create a billing record for past and future generated invoices.

• The Billing Cycle will be the schedule used when generating invoices (Revenue > Generate Invoices). See the example below.

Example: Assume that the anchor is March 1, 2025.

• The Yearly Total will first determine a monthly total by multiplying the Amount Unit Price and Quantity. Then it will multiple the monthly total by 12 months.
• The Base Price, if clicked and entered, will be added after (Amount Unit Price x Quantity + Base Price), while the Flat Fee, if clicked and entered, will override everything - the Amount Unit Price, Quantity, and Base Price.

Click here for more information on managing billing records.

Web Portal Credentials

The Web Portal Credentials tab is used to manage a profile's username and password for the member portal.

• The username can be defined or left blank, and the profile's email address will be used.
• The username and password may be set manually or by sending a reset link to the member.
• The reset link can also be sent to the member in a customized email (Communication > Send Email), which means this could be sent out to multiple profiles at once.

Click here for more information.

Custom Fields

The Custom Fields tab is used to add one or more custom fields created and store more information about this profile.