Difference between revisions of "Profile"
From SmartWiki
Paul Dimerin (talk | contribs) |
|||
| Line 7: | Line 7: | ||
[[Image:ContactProfileFull.png|link=|700px]] | [[Image:ContactProfileFull.png|link=|700px]] | ||
| − | *Note that your copy of SmartSimple can be configured so that the organization and contact profile pages can contain tabs that show the records to which the organization is associated in other SmartSimple | + | *Note that your copy of SmartSimple can be configured so that the organization and contact profile pages can contain tabs that show the records to which the organization is associated in other SmartSimple applications. |
*For example, the above screenshot shows that the lists of Grants, Donations, Matching Gifts, and Events with which ''Brooklyn Community Outreach'' is associated can be accessed from the organization profile. | *For example, the above screenshot shows that the lists of Grants, Donations, Matching Gifts, and Events with which ''Brooklyn Community Outreach'' is associated can be accessed from the organization profile. | ||
*In [[view mode]], when you click on the hyperlinked address on a company or contact profile, a window will open showing a Google Map / StreetView of the entered address. | *In [[view mode]], when you click on the hyperlinked address on a company or contact profile, a window will open showing a Google Map / StreetView of the entered address. | ||
Revision as of 08:56, 24 July 2014
Both contact and organization records have profile pages, which can be configured by system administrators to contain custom and standard fields.
Example of Organizational Profile Page
Example of Contact Profile Page
- Note that your copy of SmartSimple can be configured so that the organization and contact profile pages can contain tabs that show the records to which the organization is associated in other SmartSimple applications.
- For example, the above screenshot shows that the lists of Grants, Donations, Matching Gifts, and Events with which Brooklyn Community Outreach is associated can be accessed from the organization profile.
- In view mode, when you click on the hyperlinked address on a company or contact profile, a window will open showing a Google Map / StreetView of the entered address.
