Member Profile Editor tab
If you include a profile editor for the Chapter Manager part, Data Managers can update a member’s profile on your website. The updated profile information downloads to The Raiser's Edge.
|
1.
|
To include a profile update form for Data Managers, select Display Profile Update. |
Note: Review the table at the end of this procedure to learn about the features on your Chapter Manager part when you do not select Display Profile Update and Display Giving History, select both checkboxes, or select one checkbox and not the other.
|
2.
|
In the Type of Profile field, select the type of constituents who use the profile form. You can select Individual or Organization. |
|
3.
|
If you select Organization, the Message to display when there are no organization records box appears. In the box, enter the message to appear when website users who navigate to a page with the profile form part do not have an organization record or are not a relationship type with Edit Org Profile selected on the Settings tab in Sites & settings. For example, enter “There are no organizations associated with your record.” |
|
4.
|
In the Section field, select the type of profile design to create. Your options include Bio, Preferred Address, Business, Phones and Email, Spouse, Constituent Attributes, Primary Alumni, and Education Attributes. |
Each Section field option includes fields from the corresponding area in The Raiser's Edge. For example, if you select Spouse, spouse relationship fields appear that are in The Raiser's Edge. When a user enters spouse information on your website, you can download the information directly to the offline spouse fields.
If you select Constituent Attributes, the constituent attributes that appear on your User Profile Form can have multiple values. For example, if your Constituent Attribute is “Mentor,” a Mentor field appears with a drop-down arrow on the profile form on your website. The values from the list are the table entries set up for the attribute in The Raiser's Edge. For Mentor, the values can be Algebra, Painting, or Construction, for example.
Warning: For constituent attributes to have multiple table entries on the profile form on your website, you must first make them accessible from The Raiser's Edge. To do this, select the Settings tab in Administration. For more information, see Attributes settings.
|
5.
|
In the Heading field, enter the text to appear at the top of your profile design. For example, you can enter “My Biographical Page” for your biographical profile. |