What is it?

The profile list displays all of your profile records in list form. From the profile list actions can be applied to the profiles. 

How to Access

From the Admin Home page, click Profile List in the top right corner.

Manually Adding Profiles

The Profile List area allows you to manually add Individual or Organizational profiles to your database. This practice is used to manually create a profile rather than have the member take the application form to create a profile.

Click "Add an Individual" or "Add an Organization" in the top right corner of the Profile List.

Adding a Profile

When manually adding a profile you will need to select which Member Type you are wanting to add the profile to.

Note: When manually adding a profile:

• Dues for membership are not charged
• You will need to manually fill in the Expiration Date
• All Attributes must manually be filled out by opening the profile and populating Attributes
• A random password is generated. Click Reset Password in the user's profile to give them a set password

Best Practices tip:  Rather than manually creating a profile, take the membership application Form on behalf of the member to create a new member profile. This practice ensures that all the information you want to collect for the profile is gathered, the expiration date is populated, and the dues for that membership level are charged. (See: Taking a Form on Behalf of a User)

Advanced Search

What is it?

Using the Advanced Search tool will allow you to filter and run reports on your database. 

How to Access? 

From the Profile List, click "Advanced Search By" to pull up the filters to use for your search. You can add multiple criteria to your searches based on:

• Member Type
• Attribute
• Event
• Form
• Committee
• Last Login Date
• Unlinked Profiles

Once you chosen the items you want to search for, click the green Run This Search button on the right side of the page to receive your search results.

Saved Searches and Profile Lists

What is it?

Saved Search: A dynamic search that will be ever updating as additional members who meet that search's criteria are added. You can create a saved search by running a search, then clicking the Save Search Criteria that appears after you receive search results.

Next, give your saved search a name and determine which attribute set it will use when displayed on the profile list.

Profile List: Is a static search which means it will produce the same profiles each time it is pulled. It will not update. You can save a profile list by tagging search results, then inside the green bar that appears at the bottom of the page, select the Save This List of Profiles option.

How to Access? 

Saved Searches can be retrieved by clicking "Manage Saved Searches" drop-down.

Click the down arrow to display the searches you have saved under the "Search Criteria." Scroll down to view your saved "Profile Lists" to display your status searches.

To edit or delete a Saved Search, click on the words "Manage Saved Search."

This area allows you to rename or delete your Saved Searches and Profile Lists, as well as change your Column headers.

Edit Columns

What is it? Editing Columns allows you to edit the display of your search results. The default profile list displays the attributes attached to the System Default option, but if you want different attributes to display instead, you can make it so by clicking the "Customize these attributes" drop-down in the upper right-hand corner of the page, then choosing "Create a new attribute set." On the following page, choose the "Create New or Ad Hoc" option pictured in the below screenshot.

On the following page, click on the drop-down beneath "Create a list of attributes to display." Choose the attributes you want to display on your profile list page from the resulting drop-down, click out of the drop-down (just click above it to make the drop-down disappear), then give your new display set a name. Once you do, save it, and the set will be applied to your profile list view.

Tip: This is a great way to find blank information

Tagging Profiles

What is it?

To perform a certain action to one or more profiles, you can tag profiles to grab them and then complete the necessary action.

How To Access? 

From the Profile List you can click a check mark next to each profile you want to tag. To tag multiple profiles, you can click "Tag This Page" or "Tag All #". Once you make your selection, you will see the total number of tagged profile reflected. 

Once you tag profiles, they will remain tagged until you release them by clicking "Untag All", or utilize the "Untag Profiles After An Action" option.

Tip: Always make sure you click "Untag" after you complete your task to avoid accidentally keeping those profiles tagged for your next task.