Setup

Modern office phone systems can hook into Profiler to look up the caller ID of a number coming in and display it on the handset / screen of the device and match it clients that are in Profiler. To lookup a caller ID, you can produce a JSON or XML…

The Profiler system allows SSO enabled authentication against Microsoft 365 Azure. The document outlines the required steps to enroll Profiler as an Enterprise Application in Microsoft Azure for single sign-on for your Profiler instance. Profiler uses the Microsoft Identity Platform using modern OpenID & OAuth 2.0 to verify the user…

To integrate Profiler with Mailchimp we need to tell Profiler the Mailchimp API code. To do this in Mailchimp login via the mailchimp website. Click your name at the base of the screen on the bottom left hand side and go to Accounts and Billing – once you are in…

When using the batch regular payments to process your regular payments, you can specify the payment method that these will be allocated against. To set the payment method for regular batch payments go to Setup > Generic Parameters > Regular Giving Settings In the settings for Set All Payments Made…

When creating a new client inside PrizeFiler you can set up the option for new clients to receive all the default mail-outs for clients (as set in Setup > Mailings > Mailing Lists) To configure the option for clients to receive the default mail outs, go to PrizeFiler > General…