Table of Contents
By default, the Profile Selector grid includes: Profile Name, Related Org/Main Contact, Membership Level, Email Address, Status, and Profile Id.The Manage Columns option can add new fields, remove existing fields, or change the order. These changes are on a per-user basis, and will only appear for your version of the Profile Selector - other users can configure their own columns.
Adding a Field
- Select the Manage Columns button.
- Select Add System Field, Add Custom Field, or Add Affiliation Code at the bottom of the window.
System Fields: The list of default fields above are all the default system fields. Some examples of system fields include Sum of Amount Due or the Last Contact Date.
System Fields are always available to enable when exporting from the Profile Selector. The bulk of profile information can be found under these field types: contact information for the main contact (first name, last name), contact information for the main profile, and other profile data (membership level, information related to dues, the last login date, and more).
Custom Fields: Create Custom Fields to further broaden the System Fields options.
Affiliation Codes: While custom fields allow more information to be entered, Affiliation Codes are tags associated with the profile. For example, an event discount Affiliation Code would entitle the profile to event discounts.
- Scroll down to the Select dropdown list at the bottom. Select the list and choose the new field.
When adding an affiliation code, there are two options: Add Affiliation Type and Add Affiliation Code. The "Add Affiliation Type" option will show one value of the chosen Affiliation Type, and the "Add Affiliation Code" option will show a checkbox that is checked if the profile has been assigned that code.
- Select Save at the bottom.
Removing a Field
- Select the Manage Columns button.
- Select the X next to the undesired field(s).
The Profile Name is a system field that cannot be removed.
- Select Save at the bottom.
Changing the Order of Fields
- Select the Manage Columns button.
- Select the handle next to the field that should be moved and drag the handle up or down.
- Select Save at the bottom.
If a Profile Selector search was completed and the columns were changed after, re-run the search to update the columns.