Speaker(s):
Jane Hanley
Virginie Ganivet
During this session, we will present the different uses of profiles throughout CiviCRM. Profiles can be used internally (e.g., to create simplified data entry screens, display select fields in a search, batch update data ) or externally on public pages (e.g., to collect data, to display data like a member directory, to edit data).
Content outline:
- What is a profile
- Adding fields in a profile
- Profile used for a standalone form
- Profile used in a contribution page or an event registration page
- View and edit contact existing fields using a profile
- Create a survey with a profile
- Making a membership directory with a profile
- Batch update data via a profile
- Speeding up data entry with profiles
- Customize search results display using profiles
Role:
User
Session type:
Workshop
Short Description:
The multiple uses of profiles within CiviCRM
Session Length:
1hr 15min
CMS:
Not CMS-specific
Facility:
The Cable Center
Room:
Malone Theater
