The Profile tab on the Person record lets you manage a record’s personal and account information.

Overview

Find a summary of data stored on the profile tab in the Overview section.

Contact information includes the record’s rank-one Email, rank-one Phone, rank-one Mobile phone, and rank-one Evening phone. For the address, the rank one overall address appears. 

Biographical

Personal information like name, birthdate, and citizenship can be found and edited in the Biographical section.  

Contact / Address

📖 The Contact / Address section

Contact

• Email addresses and phone numbers are stored as devices.

• Custom device types can be added to capture things like social media account information.

• The default devices fields are Type, Priority, Value, and Notes.

• Custom device-scoped fields can be created to store additional information about the device.

• Devices can be queried using the related device base.  

Address

The default address types in the database are mailing address and permanent address. Custom address types can be added along with custom address-scoped fields. Permanent Address is intended to remain unchanged, while a mailing address is temporary or seasonal. 

Relationships 

Person records store information on various associated relationships, such as siblings, parents, and fund stewardship. These relationships are stored as relationship records, which function like person records and store interactions and contact information. The Relationship section is also used to link person records to one another. For example, sibling or spouse records would exist as person records in the database and be linked together through the relationships tab.

Schools

Education history is stored in the Schools section. The institutions stored in the schools section should be those the constituent attended as a student. If a constituent works for a school, that information should be stored in the Jobs section.  

The Schools section is linked to the organization dataset in the database through the School Code. Custom school-scoped fields can be created to store school information in addition to the default information.

Jobs

A constituent's employment history is stored in the Jobs section. Custom job-scoped fields can be created to supplement the existing default fields.  

Job Organization can be linked to a record in a custom dataset type such as Companies and Foundations through the Job Key field.  

Courses

Courses a person has taken are recorded in the Courses section. Courses stored in the section have to be linked to an institution that exists in the person's schools section. Additional custom course-scoped fields can be created to supplement the existing default course fields.    

Interests

A constituent's interests and activities are stored in the Interests section. These interests can include anything from Greek life to volunteer work. Additional custom interest-scoped fields can be created to supplement the existing default course fields. 

Sports

Sports the constituent has participated in are stored in the Sports section. These can be sports participated in at a club level, college level, or professional level.  

Account

The constituent's account information can be managed in the Account section. The information has several components listed below with a brief description. On the account tab, an administrator can see which constituent email address is associated with the account login and can reset a password for a constituent.  

Workflows / Read

The Workflows / Read section manages the workflows a constituent is currently in or can be added to. Selecting the Read link will take the administrator to the constituent's record in the reader for the specific workflow.  

Edit Slate ID

The Edit Slate ID link will present a popup where custom IDs can be provided.  

Edit Restricted Access 

Constituent records can have their access limited to a specific user or users who have specific roles and permissions. Clicking the Edit Restricted Access link opens a popup with a link to Add a Grantee. The specific user, role, or permission can be added as a grantee.