Contact Management - Profiles v.3
- Liz Griffin (Unlicensed)
Applies To Version(s): 3
About- Contact Manager - Profiles
Contact Manager - Profiles provides in-depth information about one contact. It shows the number and types of profiles assigned to a contact and how this person is related to other contacts through personal relationships, by program or residence, or by organization. Use this tool to review and map each contact’s interconnectivity or as a navigation tool to view all threads of a contact’s associations within your organization. The content area for each Profile Details tab is slightly different.
Getting Here- Contact Manager - Profiles
- Click on the Contacts tab in the ShareVision Website Header.
- From the All tab, click on a contact's name.
Profile Details Tabs
Profiles Tab
Profiles Web part
This section displays existing profiles for a contact and provides a link to create new ones. Clicking the add profile link launches a wizard to take users through the steps of creating a new profile. A new profile can also be created from the Profiles list.
Person Details Web part
Displays a view of a person's contact details, organizations they are associated with, and information related to their profile type. Person details may be viewed and edited from here, using the toolbar, or from the Profiles list, where this information is stored. An Individual Details page is automatically created for all contacts with the profile type Individual. Click on an Individual's name in the Person Details section to go there. This Web part is also in the Contact Manager - People content area.
Organization Details Web part
This section displays external organizations associated with a contact.
Relationships Tab
The Relationships tab displays a list of people a contact is connected to along with the corresponding relationship. Users may edit relationships or add new ones.
Lookup Lists Tab
Displays all dropdown lists a contact appears in. Users may click edit to add, remove, or change the assigned lookup lists.
Trax Tab
The Trax tab is the expanded version of the Trax Web part shown in the Contact Manager - People content area. It has two functions: First, it tracks communication between your staff (internal contact) and external contacts. Each record is time and date stamped and is associated with a contact's profile type. Status and priority settings enable users to monitor active items and attend to the most urgent issues. Second, Trax can help staff organize their to-do list and manage their workload on a daily basis and looking into the future. Users may create tasks, call records, or notes in connection with a contact and set a follow-up date; or, assign items to staff on other shifts for follow-up.
Add a New Profile Through the Contact Manager
Overview
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.
How to add a profile
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.
Existing profiles for a contact are displayed, along with a link to create new ones. Click “add profile” to launch a wizard.
Choose the type of profile you would like to create.
Fill in the form and click OK.
The record now contains 2 profiles.
Make Contact Active/Deactivate Contact
- 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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