When you click on a member's name from the Quick Search, the Search Results page, or any other part of Members360° that has the member's name as a hyperlink, it brings up that member's profile. You can view the member's profile information at the top of this page, as shown below.
By default, you will see the contact info for the member, including address, phone, email, and web address information, displayed under the Contact button.
If more than one address, phone number, etc. are shown, there will be an icon next to the primary field. In the example above, Barney Ackerman has entries for both his work and his cell phone numbers, but the icon next to his work phone indicates that as his primary phone number.
You can also designate a primary organization contact for people, or a primary contact for organizations, that will appear in this area. In the example above, Barney Ackerman's primary organization is the University of Texas. You can set or change the primary contact/organization from the relationships area; see below for how to use relationships to set primary contacts/organizations.
Along with contact info, the top half will also show you any custom fields for that person or organization. There will always be a General button that shows the Member Type, Active Status, and Member ID for the member, along with any other custom fields that have not been assigned to a field group. In addition, you may have one or more custom field groups you have created to organize your custom fields (see Creating and managing field groups). In the example above, there are three custom field groups: Personal Information, Education, and Legislation.
To edit any of the member's information, click the edit link at the top right. See Editing member profile information for details.
If you update contact or membership info for a record, you can use the sync data link at the top right to "push" those changes to related records. This can be useful when, for example, you update an organization's work address and want to update all people that work for that organization.
See Synchronizing data for related members for more information.
At the bottom of the screen is a section with several tabs, starting with History. Each link brings up the appropriate history information for this member. For information on this section, see Member history.
You can also view and edit the relationships to this member using the Relationships area of the History section. See Linking members using relationships for more details.