Contacts can have multiple profiles. For example, a professional can also be a general contact. Best practice for adding contacts and profiles is to start with a ‘search’ from the contact manager page. If the contact is found, a profile can be added. Starting at the Contact Manager, search for the person you want to add a profile to. Search results show found contacts. Click on the name to open the Person Details Page. Expand |
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Existing profiles for a contact are displayed, along with a link to create new ones. Click “add profile” to launch a wizard. Expand |
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Choose the type of profile you would like to create. Expand |
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Fill in the form and click OK. Expand |
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The record now contains 2 profiles. Expand |
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- Follow instructions for Edit a contact's profile.
- Check/uncheck the box for Active.
- Staff may edit an individual's status from the individual Details page. Click View/Edit Full Profile, under the individual Profile Web part. Check or uncheck the Active box. Click save.
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