How You Manage Profile Information

The profile for any customer entity, such as Group, Person, or Organization, includes information such as customer details, additional names, additional identifiers, addresses, and contact points.

You can add most of the customer profile information during record creation, except for some profile attributes, such as an organization's financial and bank details. You can edit these profile attributes for an entity from the Edit page for that entity, such as, Edit Group, Edit Person, or Edit Organization. The Edit page for an entity lets you set a primary contact point or address for that entity.

One way to quickly view the history of changes made to a customer profile is to navigate to the Profile History page.

Some of the profile attributes, such as certification and primary contact details are common for all entity types and usages. However, some other profile attributes are specific to a customer type. They are as follows:

• Organization: Includes name, organization information, certification information, legal information, and contact details.

• Person: Includes person details such as name, address, and contact information.

• Group: Includes name, group information, and group members.