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  3. Profiles



Profiles

contains sub categories Fund Advisors, Profile Designations, and User Defined Fields & Relationships

  • Fund Advisors
  • Profile Designations
  • User Defined Fields & Relationships
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    Articles in this section


  • Profiles Settings
  • Bulk Update Profiles
  • Deceased & Divorced Profiles
  • Delete a Donor
  • Delete a Profile
  • Development and CRM Overview
  • Edit a Profile
  • Household Donation Records
  • Import Profiles
  • Manage Duplicate Profiles
  • Opt Out Profiles from Communications
  • Profile Overview
  • Salutations and Lists
  • SSN Field

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