The Search Fields
The Profile Selector can be accessed by clicking on the Profiles menu and Select Profiles.
It is a powerful tool that allows you to define criteria with one or more search fields and then pull a list of profiles based on that criteria.
A search field is either based on something being true or false (e.g., profiles that are members) or something being assigned or not assigned (e.g., profiles that are assigned an affiliation code).
Below are examples of search fields:
- Profiles that are members
- Profiles that are in a specific state
- Profiles that are assigned an affiliation code
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- Example of an affiliation code: ABC Mailing List
- Another example: XYZ Committee
- Profiles that have unpaid invoices
The "Profiles with unpaid invoices" field is found under the Common Data Views tab.
The search fields are organized within several tabs which are vertically displayed along the left side.
The Workflow
Below is an overview of the workflow, but there is a detailed article on how to use the Profile Selector with more examples. So, if you read this overview and want more, check it out.
- Click on a tab and add a search field.
- If desired, add more fields to the same tab. You can also click on another tab and add a search field. Add as many as you need. If you add more fields, your search will become more narrow.
As you add search fields, a bullet will appear in front of the modified tabs.
- When you are ready to search, go to the right side and click Run This Search (or click on the magnifying glass). The results, if any, will be fed into the data grid below.
Even if you go to another screen or log out of MC Trade, when you return, your settings will persist which means it will continue to load your custom list of profiles until you clear the settings. To clear your settings, click Clear Search (found on the right above the data grid).
The Interface
Quick Search
At the very top is a quick search field which allows you to search for a single profile by name or ID.
This is NOT part of the profile selector which means clicking Run This Search does not look at the quick search field. The quick search field, which has its own magnifying glass option to run it, is just a very convenient option that appears at the top of several screens including this one.
Tabs/Search Fields
Along the left side of the profile selector are several tabs and most of them offer search fields to look for profiles that meet specific criteria. Click here for a breakdown of these tabs.
Click here for more information about adding search fields.
Profile Name Field
Above the tabs and to the right is a field labeled: Profile name contains.
You may:
- Use the contains field to pull profiles with specific words in their name OR
- Click on the tabs and add search fields to pull profiles that meet specific criteria OR
- Both - use the contains field to pull profiles with specific words in their name and add search fields to filter those results down even more.
Under the Profile Info tab, when adding a search field, there is a drop down item called Sort Name. It offers the same thing as the Profile name contains field mentioned above, but it has more operators (not just Contains). It has, for example, Does Not Contain.
Data Grid
After clicking Run This Search, if there are any results, they will appear in a data grid below the Profile Selector.
From the grid, you can do several things:
- Open a profile to view/edit items that are attached to it (revenue, relationships, referrals, recent contacts, benefits, and more).
- Quickly edit profile information (contact information, billing information, directory listing information, member portal login information).
- Select one or more profiles and, with the Actions button above the grid and to the left, you can:
- Send a single or mass communication to profiles in the list.
- Perform global actions (e.g., create a referral or one-time invoice for multiple profiles).
- Export the profiles to CSV for opening in a spreadsheet application such as Microsoft Excel.
Click here for more information about this grid.