There are actions that can be performed on Profiles in the left side menu.
- Make House/Org allows you to change a Profile from an individual to a Household or an Organization (this is reversed if you are in a House/Org record)
- Copy allows you to copy the record to create a new, similar profile
- Link to Household allows you to link the profile to a Household record
- Link Profile allows you to link two profiles together
- Link Fund allows you to link a Fund to the Profile, such as a specific Donor
- Add Note gives you the option to add a note to the Profile record
- Email allows you to email the person/household/org from the system if they have an email on file
- Attach File gives you the ability to attach a file to the Profile record
- Add Image allows you to attach one image to the record
- Create Opportunity allows you to create an opportunity for that specific profile
- Merge allows you to merge the Profile record with another Profile record
You can also add a donation, a recurring donation, a pledge, view payments or create a payment from the Profile.