Profile Forms

Follow

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 of the person you want to view and click  to search the database. 
    • Click   for the person you want to view from the search results.
    • 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 very similar to creating Forms using the Form tab.


Forms History Child Tab
The Forms History area will provide a look at the form payment history for the person whose name is at the top of the window. Be default you will 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.

Video Tutorials
Have more questions? Submit a request