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Profile

583 bytes added, 15:45, 24 June 2019
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Both [[contact]] and [[organization]] records have '''profile''' pages, which can be configured by [[system administrator]]s to contain [[custom fields|custom]] and [[standard fields]].
===Example Each type of Organizational Profile Page===There are different components to an [[Organization|organization's]] profile page: can be accessed from anywhere in the system by either clicking a left-hand side menu, the main contact information for hyperlinked '''Name '''of the organizationor user, or directly from the '''People, Organization, '''or '''Organization Hierarchy '''pages from the 9-square [[Client Categories|category or categoriesmenu]] to which the organization belongs, icon and under the organization propertiesheading '''Organizations.''' The menu icon: {{Icon-Menu}} 
:: [[File:Organization profileAccessing profiles.png|1000px200px|border]]: :* '''Note''': The left-hand side menu will contain different tabs depending on the organization - there may be varying terminology related to {{UTA}} {{L1}}, {{L2}}, and/or {{L3}} [[Entity|entities]], for example.
===Example of Contact Profile Page===
||Clicking this button will switch your viewing access into a split-screen mode, in which the left-hand side menu tabs will be "docked" on the right of the page, while the profile is displayed on the left. You may close this split-screen mode at any time by clicking the '''X '''icon.  
|}
===Example of Organizational Profile Page===
There are different components to an [[Organization|organization's]] profile page: a left-hand side menu, the main contact information for the organization, the [[Client Categories|category or categories]] to which the organization belongs, and the organization properties.
 
[[File:Organization profile.png|1000px|border]]
 
:* '''Note''': The left-hand side menu will contain different tabs depending on the organization - there may be varying terminology related to {{UTA}} {{L1}}, {{L2}}, and/or {{L3}} [[Entity|entities]], for example.
 
====Organization Information====
The main information on the organization profile will display the '''Organization Name, Website, Phone Number, '''and '''Primary Office Address. '''
==See Also==
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