Difference between revisions of "Profile"

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===Example of Organizational Profile Page===
 
===Example of Organizational Profile Page===
 
[[Image:OrganizationProfileFullPage.png|link=|700px]]
 
[[Image:OrganizationProfileFullPage.png|link=|700px]]
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===Example of Contact Profile Page===
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[[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 applications.
 
*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.

Revision as of 08:24, 2 October 2013

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

OrganizationProfileFullPage.png

Example of Contact Profile Page

ContactProfileFull.png

  • 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.

See Also