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
Relationships Tab
Lookup Lists Tab
Trax Tab
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.