Profile Overview

The blue Communicate button in the upper-right corner allows you to directly communicate with your profile through an email.

Profile Details lists any additional information the organization has recorded. This can be updated by clicking the Edit button. 

• Up to three addresses, phone numbers, and email addresses can be added. 
• The primary address, phone number, and email are indicated by the blue radio button. For organizations and households, the preferred name is automatically set as the primary contact. This can be manually changed within profile details.
• The SSN (Social Security Number) field is only available on individual profiles.
  • All nine digits of the SSN can be viewed by users with admin role permissions.
• Hover over the SmartTips (question mark icons) in NonprofitCore for field guidance.
• Custom Fields are found below additional details and can be customized to fit your organization's specific needs.
  
  

Revenue Summary

• Displays revenue received from the profile. 
  • Revenue that has posted will appear here. Any revenue that has not been posted or has been deleted will not show. 
    • Example: The purchase of event tickets and fundraiser donations.
  • Click a donation to view all donations associated with the profile on the Online Donations page.
  • Donations made in honor of the profile are not included in the revenue summary total.

Notes

• Capture information for staff that can be directly added to a profile.
  • Active notes are those relevant to the profile.
  • Inactive notes are those no longer relevant to the profile.

Tasks

• Reminders for specific actions that need to be completed. 
  • Active tasks are tasks that are still relevant and have an upcoming due date.
  • Inactive tasks are tasks that are no longer relevant, have been completed, or their completion due date has passed.

Expense Summary

• Shows expenses the nonprofit has incurred from the profile.
  • Expenses that have been posted will appear here. Any expenses that have not been posted or have been deleted will not show within Expense Summary.  
  • Example: A utility payment to an organization profile would be found under the Expense Summary. 

Relationships

• Show a connection to another profile within CRM.
  • Example: An individual profile can be connected to a household profile because they are part of that household, or an individual profile can be connected to an organization profile because they work or volunteer for that organization.
  • For organizations and households, the preferred name is automatically set as the Primary Contact (if the organization or household has a primary contact.) You can select the primary contact for the organization or household within Relationships.

Communication History

• Shows any email correspondence that the nonprofit sent to the profile.

Files

• Can include images, PDFs, text files, Word documents, and Excel files (both .xlsx and .csv files are accepted). 
  • Audio and video files cannot be uploaded.
  • Uploaded files must be less than 25mb.
  • Files can be removed or downloaded from a profile.
    
    

Lists

• Shows what lists the profile is a member of.
  • Click Add to add the profile to a new or existing list.
  • Click Remove to remove the profile from a list.

This video provides a brief overview of profiles, but note that the content in this article contains additional details not found in the video.