Clients can have start and end dates for roles when they are added. These are noted as “Start Date” and...

This article defines how you can set up clients with their reason for being added to Profiler. This is a...

When uploading attachments to clients vla Clients > Attachments there might be common types of attachments that it could be....

If you have a function that has multiple dates, or runs over a period, you maybe want to record the...

If you wish a Role Code assignment to stand out in the display list, you can define the background and...

When setting up Profiler Mailing Lists you can define them to be added automatically (by default) to clients based upon...

When you are looking at any Client under Client > Overview you have a number of options to limit contact...

At times you need to limit interaction with clients (at their request) – Profiler provides two options for this on...

You can set up that when all new (or existing) MEM payments are created via RAPID, a task or task...

Profiler has built in templates which can generate a number of different types of envelopes for a single client (along...