Manage Related Profiles (Browser)

Adding and editing the relationships between profiles can be done from either the Profile View of any profile, or from the Profile Relationships page by clicking "Manage All" on the Primary Relationships section of any profile:

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From either the Profile View or the Relationships screen you can add a new profile that is related to the profile you're viewing by clicking "Relate a NewProfile." This will launch a window that contains the profile name information and relationship settings:

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You can change the profile type to Organization if you're creating a related organization using the radio buttons at the top. Enter the profile name fields, then choose the settings for the relationship on the right. Relation Type is required - select how this new profile will be related to the profle you're working from (usually "Employee", or something similar). Then click Continue.

The window will update to contain all profile contact information fields, so you can add additional contact info like email, title, Affiliations, etc. Then click Save. 

To relate a profile that already exists to the profile you're viewing, click Relate Existing Profile. A search bar will appear, and you can search by name for the profile you want to relate. Select the profile from the results. 

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Like with a new profile, you'll then be able to choose all Relationship settings, such as Receives Communication, Phone/Address inheritance, and the Relation Type (required). You can also click to the other tabs in the window (General Information, Affiliations, etc.) to change other profile information, then Save. 

To edit any existing related profile, click Manage All from the Profile View. You'll see a grid displaying all of the related profiles, with filters for each column to easily find a profile by name, email, relation type, etc.

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You can easily change any of the checkbox values simply by clicking in the box to check/uncheck the value. Your change will be saved automatically. For example, if there is a new Main Contact, you can simply check the "Main Contact" checkbox for that profile and the data will be automatically updated.

To make more advanced edits, click Edit next to the related profile. You can change the Relation Type, or any profile information, in the window that appears.

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Comments

4 comments
  • When you unclick the "Receives communication" or click on "Do not send email" buttons on a profile, why do they continue to receive email notifications?

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  • Hi Michelle! Those two fields are very different, and have two different sets of functionality associated with them. Receives Communications is simply a mailing list flag, indicating which of a members' related profiles should receive general communications from your association, and can be used as a filter in any of your profile searches when building an email list. If you do not search for that particular list/flag when building your list, then it won't be used as criteria in your email.

    The Do Not Send Email flag, however, IS intended to keep that profile out of all lists, regardless of what you search for when building the list. The Mass Communicator tools will automatically NOT send the email to any profile with this flag set, regardless of whether you've selected them as part of your search. There are two exceptions: one is if you explicitly select and choose to override the Do Not Email flag when sending your email for that profile. The second is transactional, automated email such as event registration confirmations and payment receipts that are completed by that profile, as a record of a transaction they initiated.

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  • When we transferred our files to Atlas we were told to have all the individuals linked to the business profile address and phone number. Now we want to have the direct phone number on the individual profiles instead of the business phone number. When we uncheck the box for Update Phone and Address to inherit from Business Profile and try to change the phone number - it does not change it stays with the business profile number, this is in the web version. Is there a setting in Admin that we need to change or is there a glitch in the software?

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  • I'm trying to add a new profile, "accounts payable" to a organization. This is a non-person profile for billing purposes only. When I click continue, I get a possible matches alert. None of the matches matches the organization I'm working on, so I click "Ignore matches" to continue and I get another alert that is blank with "object,object" in brackets. I can't get rid of it.

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