Clients

When setting up Admin Alerts for a client you need to first set up Profiler on who to receive in the users admin alerts. For a user you wish to receive admin alerts when it’s set against a client (under Client Quick Actions > Admin Alert) go to Setup >…

Profiler has the ability to generate Australia Post compatible barcodes for address data within Profiler. As it is a cloud platform, on premise barcode software does not work, and we have partnered with a cloud provider to provide real time address updates to barcodes (if enabled) Postman / Posimente You…

In some situations you may want to delete a client in Profiler. It is preferable you make them inactive or merge them with another client if they are a duplicate, however should you wish to delete them permanent, this article explains that process. From Utilities > Database Management Tools >…

Profiler gives you the ability to store custom data against the client, you may wish to store multiple values against the client for each field, but want to retain the history of previous values of the data for the field, which is where the Archive feature comes in. In the…

When looking up a client in Client Management module you can click on the left hand side of the client Prizes When clicking on this screen you will see any prizes the client has won through the PrizeFiler system along with the ability Edit or manually allocate a prize. For…

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…

If you have an email you wish to save as a client attachment in your Microsoft Outlook, you can export the email from Outlook and upload it as an attachment under Clients > Attachments in Profiler. This article explains the process. In Microsoft Outlook Click and select the email in…

In some situations you may offer a $0 subscription or membership (ie. complimentary). For this to be processed, it needs to be entered as a $0 payment, however, by default Profiler won’t allow a payment for $0. Release Feb 2022 brings an option for detected regular payments/subscriptions that are set…

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 run a report and get a list of clients back based upon a criteria – you can save this criteria as a dynamic list. The dynamic list is evaluated every time it is run, as the difference between a dynamic list and a saved (static) list, is that…

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…

From Profiler November 2021, a Dynamic List is automatically created once you have defined your source codes for your Subscription/Membership Centre. This allows for quick searching and emailing of these clients. There is 2 pre-build Dynamic Lists: All Active Subscriptions – which is all clients who have an active Subscriptions…

From Profiler 9.11 onwards, we now support multiple “people” that might be inside a client (under the Client > People) tab to be added to a function via Client > Function. This might be useful when a client is an organisation/business and specific people from inside the organisation are coming…

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…

Profiler has built in templates which can generate a number of different types of envelopes for a single client (along with Mass Mailings). To generate a single envelope for a client, go to Clients and locate the client and in the top right hand side under Client Quick Actions menu…

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…

At times you need to limit interaction with clients (at their request) – Profiler provides two options for this on each Client > Overview screen in the Key Details section The Limit Contact is mainly associated with Mailing Lists – and is discussed here – however, the Restrict Interactions option…

When you are looking at any Client under Client > Overview you have a number of options to limit contact with clients. This can also be used in conjunction with the Restrict Interactions option The most common option is to set the Limit Contact option on this front page in…

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…