Profile Form Tab
There are three ways to get to the Profile Tab.
- Search for the member using the Directory Search.
- Click
when it appears by the member’s name.
- Click Profile.
- Search for the member using Data Viewer.
- Click on the name of the person you need to work with from the Data Viewer search results.
- Click Profile.
- While viewing your own information, use the Find Member Record option.
- Enter the name, email address, iModules Member ID, or Constituent ID of the person you want to view. As you type, results will be shown. Use quotation marks to search for an exact match.
- Click on the name of the individual you want to select.
- You will now be viewing that person’s information.
- Click Profile.
Manage Forms Child Tab
Add Profile Form allows you to create a new Profile Form. Creating a Profile Form is similar to creating Forms using the Form tab.
Forms History Child Tab
The Forms History area provides a look at the Form payment history for the person whose name is at the top of the window. By default, you can see your own admin information.
1. To view information on another person, click Find Member Record. This will allow you to do a quick search.
2. Enter the name of the person you want to view and click to search the database.
3. Click for the person you want to view from the search results.
4. You will now be viewing that person’s Form History.
5. If any adjustments need to be made, use Adjust. If you need to do a refund back to a person’s credit card, you will need to work with your internet merchant.
Saved Reports Child Tab
The Saved Reports area provides quick access to the Profile Form Reports that have been saved. You can use the icons in front of each report to run the report at any time.
Scheduled Report Child Tab
The Scheduled Reports area provides quick access to the Profile Form Reports that are scheduled to run at set frequencies. There are icons in front of each report if modifications are necessary.
Data Change History (Profile forms only)
This tab tracks changes to member profile fields, including the prior value in the field, the new value it was changed to and who made the change. To change the field back to the prior value, check the box beside a record and click the Restore Selected Data Values button.