Viewing a Person Profile

Each profile view contains several data regions with summary information. This table lists each data region and the profile view that contains it:

Data Region	Profile View
Biographic Information	Biographic
Address	Biographic
Phone Numbers	Biographic
Email Addresses	Biographic
Work Experience	Biographic
Academic Information	Biographic
Relationships	Biographic
Relationship Academic Information	Biographic
Organization Contacts	Biographic
Lifetime Giving	Commitment
Historical Giving	Commitment
Involvement	Participation
Volunteer Activities	Participation
Memberships	Participation

As you collapse and expand each profile view, the system populates the data regions within the view.

Page Name	Definition Name	Navigation	Usage
Person Profile	AV_PRSN_PROFILE AV_PRSN_PROFILE_W	select Contributor Relations, then select Constituent Information, then select People, then select Person Profile select Contributor Relations, then select Constituent Information, then select Workset, then select Workset Constituent Info, then select Person Profile - Workset select Self Service, then select Outreach, then select View Prsn, then select Person Profile select Self Service, then select Outreach, then select View Lists, then select Person Profile	View summary information about a constituent who is a person, without having to navigate through the menus in the system.

Page Name

Definition Name

Navigation

Usage

Person Profile

AV_PRSN_PROFILE

AV_PRSN_PROFILE_W

select Contributor Relations, then select Constituent Information, then select People, then select Person Profile
select Contributor Relations, then select Constituent Information, then select Workset, then select Workset Constituent Info, then select Person Profile - Workset
select Self Service, then select Outreach, then select View Prsn, then select Person Profile
select Self Service, then select Outreach, then select View Lists, then select Person Profile

View summary information about a constituent who is a person, without having to navigate through the menus in the system.

Access the Person Profile page (select Contributor Relations, then select Constituent Information, then select People, then select Person Profile).

Image: Person Profile page (1 of 4)

This example illustrates the fields and controls on the Person Profile page (1 of 4). You can find definitions for the fields and controls later on this page.

The default settings that determine what you see—which profile views expand, as well as the address, phone, and email views that appear—are defined on the Operator Defaults page.

Common Fields

Some fields on this page are not dependent on which profile view is expanded. The system always displays the following information at the top of the page: constituent name, ID, constituent type, class year, institution, spouse button (if a spousal relationship exists), 3Cs buttons, and a button to access the FERPA Bio Demo page.

Field or Control	Definition
Constituent Type	Click to access the Constituent Type Summary page, which lists all types assigned to a constituent.
Year	If academic information exists for the constituent in the system, the class year appears as a link. Click the link to access the Academic Information inquiry component. If no class year exists but the system has academic information for the constituent, then `None` appears here as a link. Click the link to access the Academic Information inquiry component.
Profile View	Select a profile view—`Biographic,` `Commitment,` or `Participation`—to expand it below and populate its data regions. Click the arrow next to the name of the region to expand or collapse data regions manually.
Printer Friendly Version	Click to access a read-only version of the page that expands all rows of all populated data regions. You can print this page using your browser's print functionality. Click the Return button to return to the Person Profile page.
Expand All and Collapse All	Click to either expand or collapse all data regions below.
Clearance Required	If this check box is selected, clearance is required before contacting the constituent. Set Clearances on the Clearance page.
Prospect Manager	Displays the name of the constituent's assigned prospect manager. Prospect managers are assigned on the Staff Assignment, Volunteer Assignment, and Unit Assignment pages. If the prospect manager has an active email address on the Electronic Addresses page, the name appears as a link. Click the link to launch your email application and send a message to that person.

Additional Information

The system displays messages at the bottom of the page based on the following conditions:

Note: Where no data exists, the system hides the data region.

Data Region	Condition	Message
Membership	No data exists.	No Membership History on file.
	Data exists, but user does not have access to the Person Membership History page from any menu.	Membership History on file.
Lifetime Giving Historical Giving	No data exists.	No Giving Information on file.
	Data exists, but user does not have access to the Person Giving Profile page from any menu.	Giving Information on file.
Work Experience	No data exists.	No Work Experience on file.
Academic Information	No data exists.	No Academic Information on file.
Relationships	No data exists.	No Relationship information on file.
Relationship Academic Information	No data exists.	No Academic Information is on file for any related person.
Attachments	No attachments exist.	No Constituent Attachments on file.
Organization Contacts	No data exists.	Not an Organization Contact.
Involvement	No data exists.	No Involvement information on file.
Volunteer Activities	No data exists.	No Volunteer Activity information on file.

The system also displays messages in this area related to the following information:

Additional Information	Condition	Message
Academic Information	No data exists, and the Class Year link is inactive.	No Academic Information on file.
Planned Giving	No data exists.	No Planned Giving Donor information on file.
	Data exists.	Planned Giving Donor information on file.
Ratings	No data exists.	No Ratings information on file.
	Data exists.	Ratings information on file.
Assigned Resources	No data exists.	No Resources are assigned to constituent.
	Data exists.	Resources are assigned to constituent.

Access the Person Profile page, Biographic Profile view.

Image: Person Profile page (2 of 4)

This example illustrates the fields and controls on the Person Profile page (2 of 4). You can find definitions for the fields and controls later on this page.

This table lists the information sections in this view and the pages from which the system derives the information:

Information Section	Page
Address	Addresses
Phone / Email	Phone Numbers Electronic Addresses
Biographic Information	Bio/Demo Data Religious Preferences Relationships Decedent Data
Work Experience	Work Experience
Academic Information	Academic Information Summary
Relationships	Relationships Person to Org Relationships
Attachments	Constituent Attachments
Organization Contacts	Organization Contacts Organization Contact Detail

Biographic Information

This data region displays compiled biographical data, including date of death.

Field or Control	Definition
Date of Death	If the constituent is deceased, and the Decedent Data page contains a date of death, the system displays it here.

Address

If the most current address is inactive, it will appear in the grid.

Field or Control	Definition
Address Type	Select the type of address that you want to appear. The system displays active addresses; inactive addresses will not appear. If a seasonal address is in effect, the system indicates that by displaying a "Seasonal" message.

Field or Control

Definition

Address Type

Select the type of address that you want to appear.

The system displays active addresses; inactive addresses will not appear. If a seasonal address is in effect, the system indicates that by displaying a "Seasonal" message.

Phone Numbers

Field or Control	Definition
Phone Type	Select the type of phone information that you want to appear.
Preferred	The check box is selected next to the preferred phone number on file in the system.

Email Addresses

Field or Control	Definition
Email Type	Select the type of email address information that you want to appear.
Email Address	If the constituent has an active email address in the system, it appears as a link. Click the link to launch your email application and send a message to the constituent.
Preferred	The check box is selected next to the preferred email address on file in the system.

Work Experience

Field or Control	Definition
Employer	Click a link to access the Employment History Detail page for the constituent.

Academic Information

This grid displays a combined view of all degree information about this constituent. This information includes both internal and external degrees .

Relationships

Field or Control	Definition
Relationship	Click a link to access the Relationship Detail page for the constituent.
	Click this button to access the Person Profile page for the other person in the relationship or the Organization Profile page for a related organization.

Note: If an existing relationship is a Joint relationship, it is noted next to the Relationship link.

Relationship Academic Information

This grid displays a combined view of all degree information in the system for people who are related to this constituent. This information includes both internal and external degrees.

Attachments

Click the View link to open the attachment in a new window.

Organization Contacts

Field or Control	Definition
Organization Name	Click a linked name to access the Organization Contact Detail page for the constituent.
	Click this button to access the Organization Profile page of the organization for which the constituent is a contact.

Access the Person Profile page, Commitment Profile view.

Image: Person Profile page (3 of 4)

This example illustrates the fields and controls on the Person Profile page (3 of 4). You can find definitions for the fields and controls later on this page.

The system derives information for the Commitment Profile view from the Giving Profile page.

Lifetime Giving

Field or Control	Definition
Lifetime Commitments	Click to access the Giving Profile page for the constituent.

Historical Giving

Field or Control	Definition
Total Year-to-Date Giving	Click to access the Giving Profile page for the constituent.
Transaction Register	Click this link to access the Transaction Register page to view more giving details.

Access the Person Profile page, Participation Profile view.

Image: Person Profile page (4 of 4)

This example illustrates the fields and controls on the Person Profile page (4 of 4). You can find definitions for the fields and controls later on this page.

This table lists the information sections in this view and the pages from which the system derives the information:

Information Section	Page
Involvement	Involvement Summary
Volunteer Activities	Volunteer History
Membership	Membership History Prsn (membership history person)

Involvement

Field or Control	Definition
Involvement	Click a link to access the Involvement Detail page for the constituent.

Volunteer Activities

Field or Control	Definition
Volunteer Role	Click a link to access the Volunteer Assignment Detail page for the constituent.
Volunteer Group and Volunteer Sub Group	These columns display the group or subgroup to which the volunteer belongs.

Memberships

Field or Control	Definition
Membership Organization	Click a link to access the Membership Detail page for the constituent. If business unit security is active, the system only displays member organizations for accessible business units.

Field or Control

Definition

Membership Organization

Click a link to access the Membership Detail page for the constituent.

If business unit security is active, the system only displays member organizations for accessible business units.