Setting up Email Sending Addresses
You can define Email Addresses that are sent from Profiler under Setup > Generic Setup > Email Addresses You can...
System Administration
Settings and Information on the overall setup of the Profiler system
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Banking Change Notification
If you wish to have user(s) informed whenever a detail is changed on any of your Bank Accounts or Payment... -
Giving User Access to Browse List (only)
If you wish one of your Profiler Users to have access to the Browse List system (but not the Utilities... -
Expiring Mailing List subscriptions on making Client Inactive
By default when a client is made inactive, a snap shot of their subscriptions to mailing lists will be kept.... -
Forcing Single Sign On (SSO) for a user
We recommend for your organization to use an enterprise Single Sign On for access to Profiler. This could be Office... -
Adding a System Wide Notification
You can add a system wide notification for your Profiler system to be displayed at the top of all the... -
Setting the Default Email Font
You can set the default font when composing emails across the system by going to Setup > System Wide Settings... -
Storing COVID-19 Information
Profiler 9.2.1 supports the storing of the COVID-19 vaccination information as this may be required for volunteers/staff/clients within your Profiler... -
Giving Profiler Permission to access Microsoft 365
We need Profiler to be able to create external users and put them into groups. To do this – inside...
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