Clients

If you have a scenario where you want to merge the clients allocated on one role code onto another already defined role code you can do this within Setup > Client > Role Codes On the Role Code you wish to merge from click on the “…” menu and from…

You can store against each client any number of Role Codes. This allows for you to give attributes to what the client does for your organisation. A couple of examples regarding this might be Volunteer, Staff Member, Board Member etc. Role Codes can also have sub-roles, which can be used…

When creating a new interaction against a client the initial option is a list of interaction types. By default, Profiler will have General Notes, however you can customise this list of interaction types to allow you to identify the type or method the interaction was carried out. This article will…

When you are making a client Inactive – you can give a reason why you are making this client inactive. It is best practice to have a list of common reasons that clients would be made inactive. This article shows you how to set them up, and also then assign…

Profiler gives you the option for when creating non-personal clients (ie. businesses/organisations) to remove the ability on the client entry screen to have First Name and other items regarding personal information shown. To enable this feature (which is off by default) go to Setup > Generic Parameters > Client Screen…

When viewing a Client > Payment you will see a list of all the payments the client has made Each payment (PAYxxxx) can be made up of multiple lines (for different source code splits), each of these lines have a RCP (Receipt) ID number. By default we do not show…

By default when a client is made inactive, a snap shot of their subscriptions to mailing lists will be kept. This KB article shows you how to set the client mailing list subscription for the subscribed lists to “Never” when the client is made inactive. To set this option go…

You can enable your fields to be searched on on the client tab. By default all fields will not be searchable, however you can enabled them one by one. From Setup > Client > Custom Fields you can see all your custom fields defined (and create further ones), and you…

You can set up that when all new (or existing) MEM payments are created via RAPID, a task or task workflow can be triggered. This might be helpful if you wish to send members as information pack etc. This task is a standard Profiler Client Task but is initiated on…

When defining a non-Personal client, you can define an optional field in both the Create New Client and in the Core Details which allows you to define the Business Type. A useful list of this would be a category of the business (ie. Electricians, Hairdresser) – allowing you to have…

If you wish a Role Code assignment to stand out in the display list, you can define the background and foreground colour of the role code. Go to Setup > Clients > Role Codes and on the Role Code you wish to add colour use the “…” menu and choose…

When uploading attachments to clients vla Clients > Attachments there might be common types of attachments that it could be. For example, Membership Application or Authorisation Document or Commercial Advertisement Audio. You can define these common types of attachments in your system to make it easier to identify the type…

This article defines how you can set up clients with their reason for being added to Profiler. This is a selectable drop-down on the creation or editing of clients. Setting up Acquired Reasons From Setup > Clients > Acquired to Database Code is where you will manage your list of…

You can email an individual payment receipt to a client (who has made a previous payment) via the Client > Payment tab When going to the client, in the “…” menu you will have a number of options available. If the payment has not been entered into a Day End…

Clients can have start and end dates for roles when they are added. These are noted as “Start Date” and “Expiry Date” when adding a role When adding a new role Select the Role Code you wish to add Add the optional description of the role if needed Add the…