Manage Profile Status Codes

Profile Status Codes
Question
How do I add, edit or remove Profile Status codes?
Resolution

Profile Status Codes identify the "status" - primary standing/status, type, level or role - of a Profile, defined uniquely by each WebLink client. This code will be assigned in each Profile's General tab.
 
Profile Status Codes are typically used to identify a Member Profile's standing such as Active, Leadership Circle Member, Subsidiary, etc, and can be color-coded for further help identifying status when searching and viewing profiles. Non-member Profile Status can be used to identify why the profile is in the database - Former Member, Vendor, etc. They can be automatically assigned or changed through the Member Level Management and Drop Automation features.
 
1. Go to Admin > Manage Codes > Profile Codes > Profile Status.

profilestatus.png

2. Click New. The Selected Codes fields will become empty.

3. Enter the title of the new Profile Status Code in the field to the left.

4. Enter the description of the new Profile Status Code in the field to the right.

5. If you would like MEMBER profiles who have this Status to display a different colored icon than the default red color, select one of the other colored icons. (Non-Member profile icons will always appear gray, regardless of Status).

5. Click Save.

 

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Comments

6 comments
  • Can I do a bulk change?

  • We are planning to add this in an upcoming release.

  • Fantastic! Looking forward to this new addition.

  • LOVE this new feature! It's a same it's only for members. I'd like green for members, yellow for add'l locations and purple for people under the memberships. Can you suggest we be able to decide how to color code and it not be just members? Thanks!

  • When will it be available? I'm with Denise, it is vital that we can flag additional locations/subsidiaries. If the "subsidiary" is linked to a member "parent", it should be able to be assigned a color. Thanks!

  • Yes Dionne! It's hard to explain to our entire team that ONLY the main member is colored and that add'l locations have no color. They think they're not members. Thanks Dionne.

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