Add/Delete Profile Types
- Liz Griffin (Unlicensed)
Applies To Version(s): 3, 3.5 & 3.7 - Contact your ShareVision Product Expert to upgrade.
About
Profile types (different content types on the Profiles list) determine what kind of role the person is in ShareVision. When creating a new contact you can select a profile type which best describes them, if you want to expand the options available to you, such as adding a Donor Organization profile type (see image) this page will explain how to do so.
How-To
It is strongly recommended you discuss this with your product expert before adding or modifying profile types
- Go to the Profiles list.
- Open the List Toolbar Settings Menu and select List/Library Settings.
- Go to the Content Types section. If this section is not visible below General Settings,turn on Management of Content Types.
- Choose:
- Add a profile type: Click Add from existing site content types, near the bottom of the Content Types section. Add a content type and click OK to save.
- Add a profile type: Click Add from existing site content types, near the bottom of the Content Types section. Add a content type and click OK to save.
The new profile type will be available on the New button in the Profiles list toolbar, but it will not appear as a profile tab in the Contact Manager. This is a customization you may request from your product expert
- To delete a profile type: Return to the list settings page for the Profiles list. Click on the profile type in the columns section. Click Delete this content type, in the Settings section. Click OK on the pop-up confirmation window.
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