Profile Actions

In CRM, there may be individual profiles who are members of the same household that give to your nonprofit. Add these members to a household profile to efficiently communicate and avoid sending duplicate communications.

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click All Profiles.
3. Check the box next the profiles that will be part of the new household.
   
   
4. Click the Actions drop-down menu, and then click Create Household.
   • The numbered circle by the Name column indicates the number of profiles that have been selected for the new household.
     
     
5. Enter the applicable Create Household Profile information, and then click Save.
   
   

The communicate action allows multiple profiles to be contacted at once.

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click All Profiles.
3. Check the box next to the profile(s) included in the communication.
   
   
4. Click the Actions drop-down menu, and then click Communicate.
   
   
5. Enter the applicable Send Email information, and then click Send.
   
   

The export profiles action allows selected profiles to be exported to a csv file.

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click All Profiles.
3. Check the box next to the profile(s) to export.
   
   
4. Click the Actions drop-down menu, and then click Export Profiles.
   
   
5. A csv file will be downloaded to your computer.
   
   

Duplicate profiles can be merged depending on the profile type as described below.

• Individual - A duplicate individual profile is identified if the first name, last name, and email address all match.
  • If two individual profiles have the same first and last name and do not have an email address listed, then this will flag as a duplicate.
  • If two individual profiles have the same first and last names but only one has an email address, then this will not flag as a duplicate.
• Household - A duplicate household profile is identified if the household names and complete address (address line 1, city, state, and postal code) match.
• Organization - A duplicate organization profile is identified if the organization names and full addresses (address line 1, city, state, and postal code) match.
  • If two organizations have the same name but their addresses do not match, then this will not flag as a duplicate.

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click All Profiles.
3. Check the box next to the profiles to merge.
   
   
4. Click the Actions drop-down menu, and then click Merge Profiles.
   
   
5. Check the button next to the information that should be included in the new profile, and then click Merge.
   
   • All additional information from these profiles will be merged into the new profile such as notes, tasks, revenues, expenses, etc.
   • Click the button next to the name of the primary profile to merge all of that profile's information with the duplicate. 

The Add to List(s) action allows selected profiles to be added to profile lists.

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click All Profiles.
3. Check the box next to the profile(s) you want to add to a list.
   
   
   
4. Click the Actions drop-down menu, and then click Add to List(s).
   
   
   
5. Check the box next to the list to which you want to add the selected profiles, and then click Save.
   • If the list you want is not shown, click Create New Profile List to quickly add a new list.
   • Multiple lists can be selected.