Create Profile Types

Written by Nick Miles

Last published at: January 27th, 2020

Profile Types are used to help segment, filter, and prioritize your database of profiles. For example, if multiple profiles have a Prospective Grant Reviewer profile type, you could filter out all Prospective Grant Reviewers from your database. 

We recommend using profile types to capture specific information about your foundation's goals and activities; that cannot be captured elsewhere in the system.

  1. Select Profiles from the Home page.
  2. Click Profile Types.
  3. Add a Profile Type, Profile Fund CategoryAddress Type, or Gender.

    Examples

    • Profile Type
      • Persona: Early Career Millennial
      • VIP
      • Giving Society Member
      • Seasonal Resident
    • Fund Category
      • Affiliate
      • Investment Manager
      • Scholarship Representative
    • Address Type
      • Home
      • Business
      • Summer 
      • Winter
      • Temporary
  4. Enter a Name for the profile type, fund category, or address type, then click Create.

    When adding an address type, check the box next to Work if this is a work address.