When you design the Profile Form (Deprecated) part on the website, you can enable website users to enter primary business information, such as their position or the organization’s industry or address. When you download a profile update that contains primary business information, the Primary Business tab displays the business information that the site user enters on your website.
Under Process, select the information to use to update a constituent record in your database. To select or clear all, click Select All or Clear All.
The Field column is disabled and displays the fields the site user updates on on your website. The Changed from column is disabled and displays the information for the field before the site user updated the profile. The New value column displays the data that users submit in the fields. You can edit entries in this column as necessary, such as to correct misspelled words or edit formats to meet your organization’s data entry standards.
If the website user is linked to a constituent record in your database, the System value column displays the applicable information that already exists for the constituent so you can compare it to the downloaded information. In the Action column, you can view whether the site user added or updated the information on your user profile form.
If the information is new, “Added” indicates that the site user added this information.
If the site user updates the information that automatically appears on the form, “Changed” indicates that the information contains updated data.
When the primary business is an organization constituent, you can create a relationship between the constituent records. In the Linked organization field, click the binoculars and use the Organization Search screen to search for the organization constituent.
Note: When you download a user profile update with primary business information, the program automatically attempts to match the organization to a constituent in your database based on the auto-match fields selected when your system administrator configures the integration. If the program finds a possible match, the constituent name automatically appears in the Linked organization field and “Auto-matched” appears next to the field. If the program finds multiple possible matches, “Multiple matches found” appears. If the program does not find a match, “Not auto-matched” appears.