If the user updated information in the applicable section on the profile form, the Profile Information tab on the right can include the Primary Business, Biographical, Education, Preferred Address, Spouse, Constituent Attributes, and Notes tabs. Several tabs include processing options for downloading the information to The Raiser’s Edge. This section includes information about these options for the Primary Business, Education, Preferred Address, and Notes tabs.
Note: Refer to the information in this section for step 3 in Download profile updates and user education profile updates.
On the Primary Business tab, select whether to Update the primary business with the downloaded information or Add the downloaded information as a new organization relationship for this constituent. If you update the information, you can select the checkbox to Update shared organization name. If you add the information as an organization relationship, you can Make this new organization the primary business.
Warning: If the website user is linked to an organization record on the Relationships tab in The Raiser’s Edge, other relationship records linked to the organization receive the updated primary business profile information. For example, Mark Adamson works for Charleston Development Corporation at 6401 Rivers Avenue. On Mark’s profile form, he incorrectly submits the address as 5401 Rivers Avenue. If you accept Mark’s primary business profile data, the incorrect address updates Charleston Development’s organization record. In addition, the incorrect address updates other relationships linked to Charleston Development in The Raiser’s Edge. To prevent incorrect data from appearing in The Raiser’s Edge, reject the primary business profile data.
On the Education tab, select Make Primary to designate an education record as the main or most recent education record for the constituent. To save the field values in a new record, select Create New.
On the Preferred Address tab, select whether to Update the preferred address with the downloaded information or Add the downloaded information as a new address for this constituent. If you add the information as a new address, you can Make this new address the preferred address. In the Previous address type field, select an address type for the old address in the Changed From column. If the Update Shared Address? checkbox appears, the user has a shared address in The Raiser’s Edge. To update shared address information, select the checkbox.
On the Notes tab, to edit information a user entered (on the Personal Notes part), click Edit. A Notepad Details screen appears for you to edit the personal note.