Review Portal Profile Updates

If profile updates are enabled portal users can update their name and contact information to help your organization keep constituent records current. Updates to name, address, phone number, and email address appear on the constituent record immediately. You can review the changes and undo or edit values as needed.

To review profile updates:

1. From Constituents, select Portal activity.

2. Under Portal update log, select View profile update log.

   • To accept the new value, select Mark as reviewed to remove the update from the list.

   • To revert to the previous value, select Undo update from the ellipsis menu.

   • To make a correction with the new value, select Edit new value from the ellipsis menu.