Using the Profile Selector Grid

The Grid

After adding one or more search fields and then clicking Run This Search, the profiles will appear in a grid at the bottom of the screen.

From there, you may access a profile, customize the grid, reset the grid, or perform global actions against the entire list or specific profiles.

Accessing a Profile

  1. Next to each profile is an Edit button which will open the Profile Edit screen.

This is where you would go if you want to view or change information about the profile such as the address, membership level, listing information, or member portal login.

  1. Clicking on the profile name will open the Profile View screen.

This is where you would go if you want to view or change information that is attached to the profile such as invoices, related profiles, benefits, or tasks.

Customizing the Grid

  1. At the top of the grid, several column names include a set of arrows, which allow you to sort by that column in ascending or descending order.

If there is a profile that you want to remove from the grid, you can select the profile by placing a check next to it, clicking Actions (above the grid), and then clicking Remove selected.

  1. Each column is based on a field of information in MC Trade. Above the grid (on the right) is a Manage Columns button which allows you to add, remove, or re-order the columns. For more information, please read about Changing the Profile Selector Columns.

The Manage Columns button is coming soon in a future release.

Resetting the Grid

There is also an option above the grid (on the right) to Clear Search. This will reset the grid and remove all search fields that were added to the profile selector.

Performing Global Actions

Above the grid (on the left) is an Actions button that includes global options.

Most of them are based on your selection:

  • Remove selected: This does not delete the profile. It just removes it from the grid of results. To bring it back, re-open the Profile Selector (Profiles > Select Profiles) and re-run the search.
  • Generate One-Time Invoice for Selected Profiles: This allows you to create an ad-hoc invoice for all selected profiles. You can then view this by opening the profile (clicking on the profile name) and, in the Revenue panel, click View Transactions.

Invoices will generally be created when you auto-generate invoices (Revenue > Generate Invoices).

  • Add Affiliations to Selected Profiles: This allows you to assign one affiliation code at a time to all selected profiles. You can then view this by opening the profile (clicking on the profile name), scrolling down, and looking for an Affiliations panel.

For your members, Affiliation Codes can be automatically assigned via the membership level.

  • Remove Affiliations from Selected Profiles: This allows you to unassign one affiliation code at a time from all selected profiles.
  • Assign Selected Members to Membership Level: This allows you to assign a membership level to all selected profiles. You can then view this by editing the profile (click  next to the profile), clicking on Membership Information, and look for a Membership Level field.
  • Create Member Activity: This allows you to record one change at a time for all selected profiles. You can then view this by opening the profile (clicking on the profile name), scrolling down, and looking for a Member Activity panel.
  • Assign User to Selected Profiles: This allows you to assign a user to all selected profiles. This is defining the Assigned To user in the General Information of Profile Edit.
  • Set Profile Status on Selected Profiles: This allows you to change the profile status for all selected profiles. You can then view this by editing the profile (click  next to the profile) and scroll down to the bottom until you see a Profile Status field.
  • Set Selected Profiles as Prospects: This allows you to turn all selected, non-member profiles into prospects. You can then view this by editing the profile (click  next to the profile) and looking for a Prospect checkbox.
  • Create Contact Record for Selected Profiles: This allows you to add a contact record for all selected profiles. You can then view this by opening the profile (clicking on the profile name), scrolling down, and looking for a Recent Contacts panel.
  • Create Task for Selected Profiles: This allows you to add a task to all selected profiles. You can then view this by opening the profile (clicking on the profile name), scrolling down, and looking for a Tasks panel.
  • Create Referral for Selected Profiles: This allows you to add a referral to all selected profiles. You can then view this by going to Reports > Run a Report > Referral Reports > Referrals by Date.

If you do any of these options and immediately check the profile, you might not see the change yet. It may take a moment for that to appear.

Some global actions are not based on your selection:

  • Export to CSV: This option is not bound to the profiles that you selected, but it will export ALL profiles in your search results. This export, which can be viewed in a spreadsheet editor such as Microsoft Excel, includes the profile’s name, contact information, membership level, and more.

If you have a popup blocker, that will disrupt this, so you will need to allow popups from this website.

  • Email Profiles in Search Results: This allows you to send an e-mail to all profiles. It will open the Send Email screen and automatically add every profile from your search results to the list of recipients (Profiles tab).

If you want to e-mail everyone, but leave one person off the list then, then, on the Send Email screen (Profiles tab), place a check next to the profile that should be removed, click Select Action, and Remove selected rows).

 

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