This article explores Contact Profile Records and how they're used in the system to categorise the different types of people that your organisation engages with.
Contact Profile Records extend the standard Contact Record with data that is unique to a specific type of Contact. Rather than clutter the Contact Record Page with fields that are unique to only certain types of Contacts, we create Contact Profile Records to hold this information.
We then use a picklist on the Contact Record Page to hold the profile types that have been assigned to the Contact, as this helps us create meaningful views and reports.
Contact Profile Related List
Contact Profiles can be assigned via the Contact Profiles Related List, which is available via the Related Tab in the Contact Record.
Click New to create a new profile.
Contact Profile Record Types
You'll then be able to choose the type of profile that you want to assign to the Contact. Contact Profile Record Types have data sets that are specific to the chosen profile.
Some common examples:
- A Student Profile would have data unique to a student - Student ID, Student Email, Enrolment Date, etc.
- A Volunteer Profile would have data unique to a volunteer - Availability, Hours Completed, Skills, etc.
- A Board Member Profile would have data unique to a board member - Date Joined, Years of Membership, etc.
You can then complete the details associated with the profile and click Save to commit the profile to the database.
Over time you can work with your administrator to continually build the profiles in your database with new relevant fields to help better define your Contacts and generate meaningful reports that help you better engage with your Contacts.
Contact Profile Field
The Contact Profile Field is located on the Contact Detail Page and will update automatically based on the Contact Profiles that you've assigned.
In the example below you can see the Contact Profile and Profile Sub Category Fields which are read only and have been auto-populated by the assigned Contact Profiles.
We can use the Contact Profile and Profile Sub Category Fields to create meaningful views from the Contacts Tab.