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  3. CommunitySuite - Profiles



CommunitySuite - Profiles

contains sub categories Fund Advisors and User Defined Fields & Relationships

  • CommunitySuite - Fund Advisors
  • CommunitySuite - User Defined Fields & Relationships
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    Articles in this section


  • Profiles Overview
  • Create and Edit a Profile
  • Profile Designations / Profile Is
  • Bulk Activate or Inactivate Vendors and Grantees
  • Bulk Update Profiles
  • Deceased and Divorced Profiles
  • Delete a Profile or Profile Designation
  • Import Profiles
  • Manage Duplicate Profiles
  • Opt Out Profiles from Communications
  • Parent/Child Org Relationship
  • Profiles Settings
  • SSN Field

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