Profiles Settings

Below are descriptions of the fields in Profiles Settings. 

1. 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.
• Profile Dedupe - Match Name - If checked, name is used when transactions are being matched to an existing profile or creating a new profile.
• Profile Dedupe - Match Email - If checked, email is used when transactions are being matched to an existing profile or creating a new profile.
• Profile Dedupe - Match Phone - If checked, phone is used when transactions are being matched to an existing profile or creating a new profile.
  • For best data integrity of online transactions, it is recommended not to check any Profile Dedupe options. By default, CommunitySuite will look for an existing profile that matches exactly the name, email, and phone number entered on the online transaction before applying that transaction to the profile record. When one or two of the Profile Dedupe options are checked, the system will only check for a match against those selected options. Changing these settings could heighten the likelihood of the transaction being applied to the incorrect profile. 
• 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. 
• Exclude Inactive Profiles on Search - If checked, inactive profiles will be removed from search results. If this is enabled, users may need to run a custom report to review inactive profiles.
• Require Designation Edit Permissions - If checked, a user must have edit permission for each designation assigned to a profile to edit the profile. This does not apply to the donor designation.
  • For example, if a user does not have edit permission for grantees, they will not be able to edit the profile information of any profile with the grantee designation.
• Enable Address Validation - If checked, a profile's address will be validated upon profile creation or edit using USPS address validation standards.
  • This is available for US clients only. 
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