Create Profile Types

  1. Navigate to Profiles.
  2. Click Profile Types from the left-side menu.
  3. From the left-side menu, click:
    • Add Type to add a Profile Type.
      •  Ex: Board Member, Former Board Member, Grant Committee Member, Grant Recipient, Foundation Board, Budget Committee,
    • Add Fund Cat to add a Fund Category.
      • Ex: Affiliate, Investment Manager, Scholarship Representative.
    • Add Address Type to add an Address Type.
      • Ex: Home, Business, Summer, Winter, Temporary.
  4. Enter a Name.
  5. Click Create.

Profile Types populate in the Profile Type drop-down when creating or editing a Profile.

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