Configuring your Profiles Module
Track your members and prospects the way you want to track them, by configuring the data and options you have on every Profile Record.
- ★ Configuring your Automated Drop Actions
- ★ Configuring your Batch Drop Settings
- ★ About Membership Level Management
- ★ Membership Level Management - Frequently Asked Questions
- Configure Membership Levels
- Create Benefit Type Codes
- Add or Configure Benefits to Membership Level
- Profile Selector Configuration Settings
- Auto-Assign Formula for Membership Level Management
- Manage Profile Status Codes
- Manage Address Types
- Manage Phone Types
- Manage Affiliation Types
- Manage Affiliation Codes
- Managing Related Affiliation Codes
- Manage Relation Type Codes
- Manage Member Activity Codes
- Manage Custom Fields
- Create Certification Types
- Manage Member Source Codes