Multiple actions can be performed on Profiles. These are available in the left-side menu of the Profile page.
- Navigate to the Profiles page.
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Search for the Profile or click List in the left-side menu to select a Profile from the list.
Left-Side Menu Options
- Make House/Org allows you to change a Profile from an individual to a Household or an Organization. This is reversed if you are in a House/Organization record.
- Copy allows you to copy the record to create a new, similar profile.
- Link to Household allows you to link the Profile to a Household record.
- Link Profile allows you to link two profiles together.
- Link Fund allows you to link a Fund to the Profile, such as a specific Donor.
- Add Note gives you the option to add a note to the Profile record.
- Email allows you to email the Profile from the system if they have an email address on file.
- Email History shows a list of emails that have been sent to the Profile.
- Attach File gives you the ability to attach a file to the Profile record.
- Add Image allows you to attach one image to the Profile record.
- Print Envelope allows you to print an envelope of the address in the Profile record.
- Invite to Campaign allows you to add the Profile to a Campaign.
- Create Opportunity allows you to create an opportunity for that specific Profile.
- Add Donation allows you to record a donation to the Profile.
- Add Recurring Donation allows you to create a recurring donation record for the Profile.
- Add Pledge/Promise allows you to record pledge or promise information for the Profile.
- Payments shows a list of payments associated to the Profile.
- Create a Payment allows you to create a payment for the Profile.
- Merge allows you to merge the Profile record with another Profile record.
- Make Options allow you to designate the Profile as one or more of the following:
- Make Donor
- Make Fund Advisor
- Make Vendor
- Make Customer
- Make Grantee
- Make Student
- Make Nonprofit
- Advised Grants shows a list of grants that the Profile is authorized to advise.
- Beneficiary Grants shows a list of grants for which the Profile is designated as a beneficiary.