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By taking a little time up front to plan all of the terms you're likely to need, you can save yourself lots of time later on. A Person profile allows you to keep track of important information about your library's stakeholders. Yes 0 No 0.
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Springboard Tutorials. You can add the new term to your category, but you would then have to go back and edit all of those faculty person profiles to apply that new term.
Before you begin adding profiles to LibCRM, consider asking staff to create lists of the profiles or stakeholders they person with regularly. Bulk import profiles : Admin users can import multiple profiles at once, which can be especially helpful when setting up your system for the first time.
What's the difference between user s and person profiles?
Just scroll down to the Current person of As Profiles box and click on the name of the person you want to view. However, you can customize your profiles to include additional info, such as research interests, profile history, affiliations -- whatever is most relevant for your library.
Toggle action bar FAQ Actions. When creating a new profile, you'll be prompted to as it a type.
When a user is ased to a profile, it indicates that the person is responsible for managing that profile. Each type can include unique fields for capturing details unique to that group, in addition to general fields common to all person profile types.
The Reports allows you to generate lists of profiles, interactions, projects, tasks, relationships, memberships that meet specific criteria, including:. Ask Another Question. Report a tech support issue.
You can also manage the profiles ased to you via your LibCRM dashboard. Out of the box, this includes basic contact info, such as a person's name, address, and other contact info.
Creating person profiles Before you begin adding profiles to LibCRM, consider asking staff to create lists of the patrons or stakeholders they interact with regularly. This allows you to keep all of the important details about the person in one place for easy reference. In this article.
This can help inform which people to add profiles for, and which staff member s they should be ased to. Each report you generate can also be exported to an Excel spreheet.
After you add a person to LibCRM, you can begin building their profile. Springy Staff.
Print Tweet Share on Facebook Was this helpful? Profile types allow you to organize profiles by category, such as Students, Faculty, Alumni, Donors, Volunteers, etc. FAQ content.
Creating a person profile
Was this helpful? Each interaction you add not only helps you track your outreach and engagement, but it can also help you develop more personalized services in the future.