The Search Fields
The Profile Selector can be accessed by selecting on the Profiles menu > Select Profiles.
The Profile Selector is a fully-equipped search tool with many filter options that can be used to pull specific profile lists based on the criteria set.
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
- 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. Click Here for more details on using the Profile Selector.
- Select a tab and add a search field.
- If desired, add more fields to the same tab, or select another tab and add a search field. Add as many as needed. The more search fields added, the more specific the results will be.
As search fields are added, a bullet will appear beside the modified tabs.
- After all the necessary filters have been added, select Run This Search. The results, if any, will appear in the data grid below.
Even after logging out of MC Trade, the filters and settings added to the profile selector will remain. To clear the search, select Clear Search at the top-right of the data grid.
The Interface
Quick Search
At the very top is a quick search field used to search for a single profile by name or ID.
This is NOT part of the profile selector. Selecting Run This Search will not include details from the quick search field. The quick search field, appears at the top of other pages as well, like the main Dashboard page.
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.
This can be used with or without the other Selector search options:
- Use the contains field to pull profiles with specific words in their name OR
- Select 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 Results
After selecting Run This Search, if there are any results, they will appear in a data grid below the Profile Selector.
From the grid, several actions can be performed:
- Open a profile to view/edit attached items (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:
- 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.