Profile fields are available across many record types. They allow you to configure custom fields which will apply to all record within that module - such as all your prospect types, not just one of them.
For example, if you have another system which provides customer ID numbers, you might want to keep track of these in AffinityLive, and so need a field against the company to do this.
1) Head to the Admin page and click the Profile you wish to edit (or All)
2) Click 'All' - this will display all profile fields configured. If you wanted to see Profiles configured for a specific branch of AffinityLive (Resources, Contact etc), then click that.
3) Click the "Add Profile" button.
The way to enter this field for a record is now very simple. Head to the company and click "Add" > Profile Details. This will allow you to select from the profiles you have created whilst on the Admin page.
This image (on right) indicates that once entered, the profile field is displayed under the Details tab for a company.
Profile fields added to other record types will typically appear in a similar "Details" tab within the View screen - eg View Issue or View Prospect.
If you wanted your profile to appear on the creation of a contact then make sure Required & Exclusive are selected. This will firstly allow you to have it required for the creation of a new contact and secondly to ensure that it can only be created once per contact.
To add a profile, hit Add then Profile Details.
Look-Up profiles are a great way of quickly grabbing existing information in your system and using it to your advantage. One way that we've utlized this function is in automatically created a second profile that is related to the first.
For example., you have a company called Starbucks HQ that has many, many child companies (London Starbucks, Sydney Starbucks etc). If you add your new profile look-up field, Parent Company, to Starbucks London and select Starbucks HQ then not only will a field called Parent Company: Starbucks HQ appear on the view company page, but it will also appear on the value you just assigned, being Parent Company to: Starbucks London. This will allow you to better reflect relationships of all types in your AffinityLive.