Bio Overview Subtab - Profile View

The Overview subtab of the Bio Tab has two views: Profile and Journal. Use the View Journal button to go from the Profile to the Journal view. Use the Return to Profile link to go from the Journal to the Profile view.

The Profile View is divided into several sections and includes several buttons you can use to update the information. Each section can be opened or closed by clicking on the down arrows next to each section name.

Profile View Sections

Summary Section

The topmost section is a summary area showing the primary name, address, phone, and email for the household or organization. This information appears at the top of all other subtabs so that you always have quick access to contact information.

In addition, you can expand this section by clicking on the down arrow next to the name, This opens up an area where you can display a picture and select from a list of summary blocks of information. This section can be expanded or hidden, and appears at the top of all other subtabs.  

Each ExceedFurther user can customize this area to suit her needs. For example, the development director might wish to see the largest and latest gift, while the event planner might like the RSVP status of the upcoming event.

To customize this section, click on the gears on the right hand side. You can then select from the following blocks of information:

  1. Picture - you are asked to select the picture to upload.
  2. Membership - member ID, member level, expiration date, member since date
  3. Giving - Total Giving, Year-to-date Total Giving, last gift date, last gift amount. Note that this Total Giving is based on the calculation criteria you set in Client Defaults.
  4. Activity - next upcoming to-do with date, title, type
  5. Rating - ratings fields
  6. Campaign - current campaign name, level, ask amount, given amount
  7. Event - event name, RSVP status, total given to event, last activity associated with the event
  8. Volunteer - total hours, date last worked, next scheduled date, next scheduled job
  9. Grant - total grants, date of last grant, date and status of last proposal
  10. Guest - guest status, expected arrival date, last stay date, total nights

Household or Organization Section

This section shows the information about the household or organization as a whole. This includes fields such as household or organization name, the type of household or organization, the solicitor assigned, do not mail flags, and tags. In addition, you can add any number of user-defined fields to this section.

Note that fields in this section apply to the entire household or organization rather than to people or couples within the household or organization. If you want to add tags and user-defined fields to the people and couples, you do that in the Names section, below.

If you have set Donor Levels, the level for this household or organization appears at the top of this section. The Donor Level also includes a trend arrow, showing whether the level has gone up, down or remained the same from one time period to the next.

If you have added an Alert for this Household or Organization, it appears in red at the top of this section. Alerts are added in the Attributes tab when adding or editing a Household or Organization.

This section can be customized only by users with Administrative rights. See Customizing Page Layouts.

Names Section

All people and couple names are listed in this section.

Next to each name are check boxes where you can set the communications preferences for that name. Note that if you have set communications preferences for the household or organization as a whole, those may override what you can select for a name.

When you click on the arrow by each name, a section opens showing the details about that name.

To make changes to any information associated with a person or couple, click on the name. The details of that name appear in a window where you can make changes to all fields associated with the name, plus add or change addresses, phone numbers and email addresses.

To add a new person to this household or organization, use the Add button on the right side of the Profile View.

Addresses, Phones and Email Sections

These sections list all addresses, phone numbers and email addresses for anyone in the household or organization. You can customize the fields that appear in each list by clicking on the gears.

To see complete details or to make changes to any of these, click on the one you wish to view or change. A window opens where you can see all the fields associated with each address, phone or email, and where you can make and save your changes.

Use the Add button on the right side of the Profile View to add an address, phone or email to this household or organization.

Additional Sections

The additional sections correspond to the detail subtabs for the household or organization. Each section shows a simplified list of information. You can use the gears on the left side of each section to customize the fields that are displayed. You can also change the sort order by clicking on the header name in each column.

Profile View Buttons

From the Profile View you can use the following buttons:

  1. Add - This button allows you to add a new name, address, phone or email. Use the down arrow to select the information you wish to add.
    1. Note that you are adding a name, address, phone or email to the existing household or organization.
    2. To create a new household or organization, use the Create New section of the Navigator.
    3. To add information to other sections, go to the corresponding subtab and use the Add button in that section.
  2. Edit  - This button opens a window where you can edit household or organization attributes, and edit or add names, addresses, phones, and email addresses for this household or organization.
  3. View Journal - This opens the Journal View for this household or organization.
  4. Delete - Use this button to delete the entire household or organization. Caution: once you have deleted the household or organization, you have lost all of the associated information, including giving history, if any.
  5. Move People - This button is used to move a person from this household or organization into a different household or organization.
  6. Merge People -  This button allows you to merge two names within the same household or organization into one record.
  7. Merge Entity - This button allows you to merge two duplicate households or organizations into one record.
  8. Print - Use this button to create a summary or detailed report from the Profile for the household or organization.