The Contact Profile

The Contact Profile

The contact profile can be accessed from the contact grid (shown below) for either individuals or organizations by selecting the contact ID (pictured on the far left of the grid below)

Doing this will take you to the contact's profile (sample below)

Within the Profile tab you can view and edit the following information: 

• Contact details 
• Address 
• Profession information 
• Donor Classification 
• Lead Source 
• Status and Anonymity 

Steps to viewing/editing a contact’s profile: 

1) Click on the Contacts tab > Select either the individuals or organizations option from the list. 

2) Click on the Contact ID for the contact whose profile you want to view or enter their name in the search bar. 

3) Select the Profile tab if it is not already selected to view and update the constituent’s profile

4) Fill in the required fields and add in any information you have about that constituent. 

5) Please remember to click Save Changes to actually update the profile. 

* Please note that the Save Changes button will not be accessible (it will remain greyed out) until you begin editing the profile. Once you start making changes, this button will automatically turn blue to indicate that you can now save these changes. 

The Profile Icons

Watch the video below to learn about the profile icons

Adding a donation from a contact profile

Watch the video below to learn how to add a donation from a contact profile