Contact Information

Use Contact information fields on the Profile Update form. This data integrates with a constituent record.

Note: Use the Profile Update form so website users can add, edit, and remove profile information. For information about how to create a form, see Create Forms. To display a form on a web page, you must include it on a Form part. For information about how to create this part, see Design Form part.

Element

Record Type

Record Field/Outcome

Addresses

Individual Constituent

Contact tab, Edit action, Address fields

Note: The Addresses element includes the ability to select an address as the primary address. Therefore, when you use this element, you cannot use the Primary address element.

An Inactive button appears beside each non-primary address. When a user clicks this and submits the profile update, a transaction processes to update the constituent record. On the Contact tab, the transaction date defaults in the End date field and Do not mail to this address is selected. Also, the Type field updates to the address type you select in the Former address type field when you configure integration with Blackbaud CRM.

For advanced properties information about this element, see Profile Update Form: Addresses Advanced Properties.

Email addresses

Individual Constituent

Contact tab, Edit action, Email address field

A Delete button appears beside each non-primary email address. When a user clicks this and submits the profile update, the contact information removes from the profile and a transaction processes to update the constituent record. On the Contact tab, the transaction date defaults in the End date field and Do not send email to this address is selected. Also, "(Former)" appears beside the email so you know it is inactive.

Note: Use this element to include the Make my primary email address private checkbox on the web page. To enable the checkbox so users can select whether to mark the primary email address as private, select "Yes" in the Privacy enabled row on the Properties pane. When website users select this, it also designates their primary email address as private for the Directory and Profile Display parts on a web page.

For advanced properties information about this element, see Profile Update Form: Email Addresses and Phones Advanced Properties.

Phones

Individual Constituent

Contact tab, Edit action, Address fields

A Delete button appears beside each non-primary email address. When a user clicks this and submits the profile update, the contact information removes from the profile and a transaction processes to update the constituent record. On the Contact tab, the transaction date defaults in the End date field and Do not call this phone number is selected. Also, "(Former)" appears beside the number so you know it is inactive.

Note: Use this element so users can enter multiple phone numbers and select a primary phone type. When a user submits one new phone number and the linked constituent record in Blackbaud CRM does not have phone number data, the number automatically becomes the primary phone number for the user after it downloads to Blackbaud CRM.For advanced properties information about this element, see Profile Update Form: Email Addresses and Phones Advanced Properties

Primary address

Individual Constituent

Contact tab, Edit action, Address fields

Note: The Addresses element includes the ability to select an address as the primary address. Therefore, you cannot use this element when you use the Addresses element.

For advanced properties information about this element, see Profile Update Form: Primary Address and Business Primary Address Advanced Properties.