Create and Edit a Profile

• First Name and Last Name are required fields.
  • Preferred name can go in the Nickname field.
    • Example: If Robert Jones goes by Bob Jones, enter Bob in Nickname field.
• Additional fields can be required by designating them in Profiles Settings.
• Legal Name - Fill in this field when a profile goes by something different than their actual name.
  • This field is available in global search results, so when it is the same as the primary name, the profile will appear in the search results twice.
  • When this is populated, this name will print on checks.
• Salutation - This is for the Dear line of a letter.
  • Example: Bob or Mr. Jones.
  • This field is optional but strongly recommended. If this is blank, CommunitySuite will use the mailing label, then the primary name fields, for communications.
• Recognition Name - Alternative name field for donation recognition.
  • If a donor wants to be recognized by something other than what is captured in the primary name fields, salutation, or mailing label, enter that here. If populated, it will auto-fill into the Recognition Name on future donations from this profile.
• Mailing Label - This is for the outside of an envelope.
  • Example: Mr. Robert Jones or Robert Jones.
  • This field is optional but strongly recommended. If this is blank, CommunitySuite will use the primary name fields for communications. 
• Pronouns - Up to three words can be added, and they cannot contain numeric or special characters. 
  • Add them to the field without spaces and with a "/" separating them.
    • Example: she/her/hers
• Inactive - If checked, the profile and the profile's address, email, and phone will be marked inactive. The designations of vendor, student, and grantee will also be marked inactive. The inactive notification will display in the profile header. The Print Envelope option in the left-side menu will not display when viewing the profile record.
• Deceased - If checked, the profile and the profile's address, email, and phone will be marked inactive. The designations of vendor, student, and grantee will also be marked inactive. This will also not allow the profile to be used when selling tickets, recording donations, or creating vouchers and grants.
  • An optional Deceased Date field is available to record the date the profile became deceased.
• The address, phone, and email information entered at this stage will automatically be marked primary. CommunitySuite defaults to the primary address for communications.
• International City/State/Zip is only used for addresses outside the United States and Canada, unless the client is in Australia. If the client is in Australia, International City/State/Zip is used for addresses outside Australia.
• Steward - The in-system user that will become the primary relationship manager for this profile. The user must be made a steward before they are available for selection.
  
  
  

• Household (name) is a required field.
  • Recommended format for a couple with the same last name is Last, First and First.
  • Recommended format for a couple with different last names is Last, First and Last, First.
    • Leading with the last name allows the profile to be sorted alphabetically with individuals. 
• Additional fields can be required by designating them in Profile Settings.
• Legal Name - Fill in this field when a profile goes by something different than their actual name.
  • This field is available in global search results, so when it is the same as the primary name, the profile will appear in the search results twice.
  • When this is populated, this name will print on checks.
• Salutation - This is for the Dear line of a letter.
  • Example: Bob or Mr. Jones.
  • This field is optional but strongly recommended. If this is blank, CommunitySuite will use the mailing label, then the primary name fields, for communications. 
• Recognition Name - Alternative name field for donation recognition.
  • If a donor wants to be recognized by something other than what is captured in the primary name fields, salutation, or mailing label, enter that here. If populated, it will auto-fill into the Recognition Name on future donations from this profile.
• Mailing Label - This is for the outside of an envelope.
  • Example: Mr. Robert Jones or Robert Jones.
  • This field is optional but strongly recommended. If this is blank, CommunitySuite will use the primary name fields for communications. For a household with a blank mailing label, this could read Dear Jones, Robert and Betty.
• Inactive - If checked, the profile and the profile's address, email, and phone will be marked inactive. The designations of vendor, student, and grantee will also be marked inactive. The inactive notification will display in the profile header. The Print Envelope option in the left-side menu will not display when viewing the profile record.
• Deceased - If checked, the profile and the profile's address, email, and phone will be marked inactive. The designations of vendor, student, and grantee will also be marked inactive. This will also not allow the profile to be used when selling tickets, recording donations, or creating vouchers and grants.
  • An optional Deceased Date field is available to record the date the profile became deceased.
• The address, phone, and email information entered at this stage will automatically be marked primary. CommunitySuite defaults to the primary address for communications.
• International City/State/Zip is only used for addresses outside the United States and Canada, unless the client is in Australia. If the client is in Australia, International City/State/Zip is used for addresses outside Australia.
• Steward - The in-system user that will become the primary relationship manager for this profile. The user must be made a steward before they are available for selection.
  
  
  

• Organization (name) is required.
  • If the organization has a different acknowledgement and legal name, enter the acknowledgement name here.
• Additional fields can be required by designating them in Profiles Settings
• Legal Name - Fill in this field when a profile goes by something different than their actual name.
  • This field is available in global search results, so when it is the same as the primary name, the profile will appear in the search results twice.
  • When this is populated, this name will print on checks.
• Salutation - This is for the Dear line of a letter.
  • Example: Bob or Mr. Jones.
  • This field is optional but strongly recommended. If this is blank, CommunitySuite will use the mailing label, then the primary name fields, for communications.
• Recognition Name - Alternative field for donation recognition.
  • If a donor wants to be recognized by something other than what is captured in the primary name fields, salutation, or mailing label, enter that here. If populated, it will auto-fill into the Recognition Name on future donations from this profile.
• Mailing Label - This is for the outside of an envelope.
  • Example: Mr. Robert Jones or Robert Jones.
  • This field is optional but strongly recommended. If this is blank, CommunitySuite will use the primary name fields for communications. 
• Inactive - If checked, the profile and the profile's address, email, and phone will be marked inactive. The designations of vendor, student, and grantee will also be marked inactive. The inactive notification will display in the profile header. The Print Envelope option in the left-side menu will not display when viewing the profile record.
• Deceased - If checked, the profile and the profile's address, email, and phone will be marked inactive. The designations of vendor, student, and grantee will also be marked inactive. This will also not allow the profile to be used when selling tickets, recording donations, or creating vouchers and grants.
  • An optional Deceased Date field is available to record the date the profile became deceased.
• The address, phone, and email information entered at this stage will automatically be marked primary. CommunitySuite defaults to the primary address for communications.
• International City/State/Zip is only used for addresses outside the United States and Canada, unless the client is in Australia. If the client is in Australia, International City/State/Zip is used for addresses outside Australia.
• Steward - The in-system user that will become the primary relationship manager for this profile. The user must be made a steward before they are available for selection.
  
  
  

Once the profile is created, designations to make it a customer, donor, fund advisor, grantee, nonprofit, student, vendor, user, or affiliate/supporting org can be added.