Exclude Profiles not related to a member from my list

Issue: I need to pull a list from an affiliation code or other part of my data that contains profile that are not related to members and I want to quickly exclude them?

1. First pull your list as you would normally in the profile selector.  In my example I am pulling from an affiliation code.

2. Next go to the Related Profiles tab in the Profile Selector.
3. On the Standard Related Profile Criteria, choose Profiles MUST have a primary relationship to a member and then click preview.

Now you can use the list for emails, exports or whatever else you need.


Want some training on WebLink Connect? Sign up today for one of our upcoming online training classes.