Viewing a Person Profile

Profiles for people and organizations enable you to view a summary of information in the system about a particular constituent. The system includes both a Person Profile and an Organization Profile page.

This section provides an overview of person profile views and discusses how to:

  • View general person profile information.

  • View a biographic profile.

  • View a commitment profile.

  • View a participation 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

  • Contributor Relations > Constituent Information > People > Person Profile

  • Contributor Relations > Constituent Information > Workset > Workset Constituent Info > Person Profile - Workset

  • Self Service > Outreach > View Prsn > Person Profile

  • Self Service > Outreach > View Lists > 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 (Contributor Relations > Constituent Information > People > 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.

Person Profile page (1 of 4)

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.

Person Profile page (2 of 4)

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 appears 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 do 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.

Info icon

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.

Info icon

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.

Person Profile page (3 of 4)

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.

Person Profile page (4 of 4)

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.