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Navigation: CONTACTS > GLOBAL UPDATES

New Profile Global Update

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Profiles are used to add additional information to a contact record.  For instance you may want to record a contact’s country of origin or religion.  The new profile global updates process can be applied to either all of the contact records in the database or only to a set of contacts, selected based on specific search criteria.  The resulting changes can be viewed under the Profile tab of the Contact form.

1.On the Contact form, click on a Profile tab under Profiles.  

2.Click on the Cog and select New Profile - Global Update

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3.Click Yes to confirm the number of records

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4.On the Profile form, enter the details for the new profile

5.Click OK to create the Profile

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6.Click OK to confirmation

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7.Click the Refresh MANAGE~1_img42 icon for the new global profile value to appear on the Profile tab.

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