Difference between revisions of "Profile"

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=Overview=
 
=Overview=
 
 
Both [[contact]] and [[organization]] records have '''profile''' pages, which can be configured by [[system administrator]]s to contain [[custom fields|custom]] and [[standard fields]].
 
Both [[contact]] and [[organization]] records have '''profile''' pages, which can be configured by [[system administrator]]s to contain [[custom fields|custom]] and [[standard fields]].
  
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===Example of Contact Profile Page===
 
===Example of Contact Profile Page===
There are different components to a [[User|user's]] profile page: a right-hand side menu, their main contact information, their [[User Role|roles]], and properties. 
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There are different components to a [[User|user's]] profile page: a left-hand side menu, their main contact information, their [[User Role|roles]], and properties. 
  
 
:: [[File:Real real example of profile.png|900px|bprder]] 
 
:: [[File:Real real example of profile.png|900px|bprder]] 
 
====Contact Information====
 
====Contact Information====
The main information displayed in a user's profile includes their '''Name, ''''''Role, Email Address, Profile Picture, '''and any other [[Standard Fields]] that is filled out when signing the user up. 
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The main information displayed in a user's profile includes their '''Name, Role, Email Address, Profile Picture, '''and any other [[Standard Fields]] or [[Custom Fields]] that are filled out when editing the user's profile. 
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The''' Address '''field, displayed on the right-hand side of the profile, is clickable into an interactive map option integrated with '''Google Maps.''' You also have the option to go into '''Street View '''or to '''Go to Google Maps '''in a separate tab that will open up. 
  
* 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.
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:: [[File:Profile map.png|300px|border]]
* 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 / Street View of the entered address. Clicking '''Go To Maps''' will open the location within the full Google Maps website to allow route mapping etc.
 
  
 
==See Also==
 
==See Also==

Revision as of 10:07, 24 June 2019

Overview

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

There are different components to a user's profile page: a left-hand side menu, their main contact information, their roles, and properties. 

bprder 

Contact Information

The main information displayed in a user's profile includes their Name, Role, Email Address, Profile Picture, and any other Standard Fields or Custom Fields that are filled out when editing the user's profile. 

The Address field, displayed on the right-hand side of the profile, is clickable into an interactive map option integrated with Google Maps. You also have the option to go into Street View or to Go to Google Maps in a separate tab that will open up. 

Profile map.png

See Also