A profile captures all information about an individual, household, or organization. That information can include items such as notes, tasks, files, and related grant opportunities. Each profile can also be assigned one or more designations, such as funder, donor, or volunteer, allowing additional information to be recorded specific to those designations.
Profiles can be connected to one another by adding relationships. Profiles can also be connected to grant opportunities, revenue, and expenses in the system.
Add and Edit Profiles
Profiles can be added manually, by copying another profile, or by importing a file of profile data. Designations such as funder, donor, or volunteer can be added when creating or editing a profile. Profiles can also be connected to one another by adding relationships.
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Profile Custom Fields
Profile custom fields capture specific information about a profile. Some examples of profile custom fields that organizations may find helpful include pronouns, allergies, or emergency contact.
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Manage Profiles
A variety of actions can be taken to help maintain profile data. This can include the following:
- Adding individual profiles to a household profile.
- Merging duplicate profiles.
- Exporting profile data.
- Sending an email to one or more profiles.
These actions are available from the Profiles page.
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Profile Lists
Create profile lists to help manage groups of profiles and send bulk emails. Profile lists can also be connected to grant opportunities.
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