Showing Extra Fields in Browse List Viewer
When viewing clients in the Reports > Browse List viewer by clicking on the View Browse List Clients tab, you...
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Notification on Subscribe / Unsubscribe of a Mailing List
If you wish to have a email notification sent to a group of people when clients are added or removed... -
Adding a Mailing List on first ever payment
If you want clients to be added to a particular mailing list only after they have made their first ever... -
Sending a Report to the Browse List
When running a report that has the Client ID field in it, you can send the results of that report... -
Finding Clients with (or without) an Email Address
When putting people onto your Reports > Browse List you can remove clients who have (or have not) got an... -
Linking a Mailing List as a SMS Send List
To tell Profiler that a previously set up mailing list (Setup > Mailings > Mailing List) is used for bulk... -
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... -
Disabling Basic Financial Information on Browse List Exports
By default, when exporting data from Reports > Browse List and choosing the Export as a Report some extra columns... -
Dynamic Lists
When you run a report and get a list of clients back based upon a criteria – you can save... -
Creating a Mailing List
Mailing Lists allow you to subscribe clients to various correspondence lists. Each type of mail-out you create should have a...