CommunitySuite - Profiles and Profile Designations
- Profiles Search
- Vendors Dashboard
- Students Dashboard
- Grantees Dashboard
- Profiles Dashboard
- Profiles Overview
- Create and Edit a Profile
- Profile Designations
- Bulk Activate or Inactivate Vendors and Grantees
- Bulk Update and Delete Profiles
- Profile Relationships
- Deceased and Divorced Profiles
- Delete a Profile or Profile Designation
- Create and Edit Fund Advisor Profile
- Profile Types and User-Defined Fields
- Import Profiles and Profile Relationships
- Manage Duplicate Profiles
- Opt Out Profiles From Communications
- Parent/Child Org Relationship
- SSN Field
- Engagement Strategies
- Profile Fund Categories, Link Profiles and Funds