Profile Management
Your Profiles show you all the information you have on your Members and Prospects. These articles will help you understand how to find and manage your profiles.
- Profile List
- Admin Profile View
- Member Profile View
- Profile Notes
- Duplicate Profile Management
- Admin Permissions
- Continuing Education Credit Import
- Recovering Deleted Profiles
- Dues Proration
- Continuing Education Transcript
- Voiding Renewal Invoices: How to Void and Correct Them
- Best Practice: Moving Profiles to Prospects
- April 2018 MCU: Searching, Simplified: Hacks and Best Practices for Association Pros (Video)
- Manually Adding a Profile (Video)
- Creating Linked Profiles (Video)
- Formatting Your Data File - Individual Memberships (Video)
- Formatting Your Data File - Organization Memberships (Video)
- Profile Import
- Profile Import Report
- Processing a Renewal on the Admin Side