Utilities

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 can handle your birthdays for your clients, and optionally, send out automated emails to them on their birthday. Under Utilities > Birthdays is the area you can view and handle your messages regarding birthdays. Upon loading, you will optionally notice if you have an automated templates at the top…

The Profiler Email editor is the system used when sending a mass email from Profiler – this article explains the various parts of the email editor system. There is some tick boxes on the right hand side Some further options You then have the main email body. If you have…

If you wish to send a single SMS to a client (or any number) you can do this from the client screen – (if the client has a Mobile Phone number) Upon clicking the mobile number option, you will be presented the normal SMS sending screen – you can pick…

A common request is to import basic client details into Profiler from an external system or spreadsheet. We support on the Utilities > Import Module a number of basic formats with the most common of Email, Firstname, Surname, Phone Number Preparing the Data To get a data file ready for…

If you have set up a number of Receipt Rules and want to debug / find out why are particular payment has been issued a particular payment receipt, you can use the Utilities > System Utilities > Receipts Decision Log File Viewer Upon loading the application you will need to…

If you have identified clients that have been entered in multiple times into the system, you will want to merge them so you have 1 client record. When identifying multiple clients, you need to make a record of the client ID numbers you wish to merge together. Once you have…

If you wish to rename a source code you can do that on the special Utilities program located at Utilities > Database Management Tools > Rename Source Code(s). Upon loading – select the Source Code you wish to rename from the drop-down list and click Lookup Source Code You will…

The Utilities > Document Repository allows you to store items inside the Profiler system for historical purposes or for attaching to emails and templates as attachments. The Document Repository allows you to upload files from your computer into various folders for use later. Uploading a File To upload a file,…

You can bulk add or remove clients on and off a Mailing List. This can either be all clients, or all the clients who are currently in the Reports > Browse List (from a report or saved list) Mass Adding Clients to a Mailing List From Utilities > System Utilities…

You can create a SMS template that is used commonly, so you don’t need to type in the SMS text each time. SMS templates are set in Setup > Templates and click SMS Templates at the top of the screen. You will see a list of existing templates upon loading….