Frequently Asked Questions
Can access to certain parts of the Relationship Profile be restricted to my users?
All users will have access to the Relationship Profile header, Detail, and Timeline sections. In the Manage Users tool, the System Administrator can limit access to any other section of the profile either by user or for an entire profile group. By default, all user have access to all portions of the Relationship Profile.
How do the social media icons (e.g. Facebook, Twitter, and LinkedIn) work?
Any user with access to the Relationship Profile can add or edit a link to the constituent's social media pages. Click on the LinkedIn, Twitter, or Facebook icon to open a dialogue box where you can paste and save the appropriate URL. Once the URL is saved then users can click on these links to go directly to the constituent's social media pages.
If your institution collects and stores the URLs to your constituent records’ social media profiles then this feature can be enabled for you by supplying and additional file in your data feed. Please see the Data Request Guide for information on this file.
How do add or edit a picture of the constituent to the Relationship Profile?
Hover over the space provided for a picture in the upper left-hand corner of the Relationship Profile and click on that space to add a picture. This will bring up a dialogue box that will allow you to add an image by clicking on the Add Picture button. Then browse your computer to select the image file. Once it appears within the dialogue box you can click on the Submit button and the picture will appear in the Relationship Profile. This action will also add the image as an attachment and save it within the Attachments tab within Relationship Profile.
Click on the existing picture to remove or replace the existing picture that has been saved to the Relationship Profile. This will open a dialogue box that displays the current picture. You can then add another picture which will replace the existing picture and add the new picture to the Attachments tab. If you first decide to delete the picture it will remove it from Fundraiser Performance Management and will no longer be found in the Attachments tab.
You can also manage the picture of the constituent by using the functionality on the Attachments Tab. Simply upload your image then select the action called Save as Profile Picture.