Below are descriptions of the fields in Profiles Settings.
- Navigate to the Profiles page and click Settings in the left-side menu.
Depending on your system configuration, certain settings may not appear. If a setting is missing that you think you should have, please contact Support.
Profile Settings Fields
- Search GLM On Profile Create - This option is enabled by default. Checking the box will disable the option. The Search GLM On Profile Create feature searches GLM while a profile is being created to see if there are any matching profiles available to sync and prevent profile duplication.
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Profile Dedupe - Match Name - If checked, name is used when profiles are being merged or created as the result of online transactions.
- When none of the three Profile Dedupe options are selected, the system uses all three variables when determining if a profile is a duplicate.
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Profile Dedupe - Match Email - If checked, email is used when profiles are being merged or created as the result of online transactions.
- When none of the three Profile Dedupe options are selected, the system uses all three variables when determining if a profile is a duplicate.
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Profile Dedupe - Match Phone - If checked, phone is used when profiles are being merged or created as the result of online transactions.
- When none of the three Profile Dedupe options are selected, the system uses all three variables when determining if a profile is a duplicate.
- Create Require - Salutation - If checked, the Salutation field would be required when creating a profile.
- Create Require - Mailing Label - If checked, the Mailing Label field would be required when creating a profile.
- Create Require - Birthday - If checked, the Birthday field would be required when creating a profile.
- Create Require - Gender - If checked, the Gender field would be required when creating a profile.
- Create Require - Address - If checked, the Address field would be required when creating a profile.
- Create Require - Phone - If checked, the Phone field would be required when creating a profile.
- Create Require - Email - If checked, the Email field would be required when creating a profile.
- Create Require - Website - If checked, the Website field would be required when creating a profile.
- Create Require - Legal Name - If checked, the Legal Name field would be required when creating a profile.
- Create Require - Recognition Name - If checked, the Recognition Name field would be required when creating a profile.
- Create Require - TaxID (State) - If checked, the TaxID (State) field would be required when creating a profile.
- Create Require - FedID (EIN) - If checked, the FedID (EIN) field would be required when creating a profile.