Profiles Introduction

A Contact in the AMS is any organization, company or individual that has involvement with your association. An Organization or Company in your database could be a member, sponsor, advertiser, donor, vendor, affiliate or an exhibitor, for example. Examples of Individuals include a current or potential member, donor, presenter or committee member.

Each Contact has a Profile made up of their name, addresses, phone numbers, email address, demographics and other important data. The Profiles section of Contacts allow you to view, edit and create records and related data for all of your constituents. You can update addresses, renew memberships or sponsorships, create invoices, track demographics, view email or sales history, enter payments, create recurring payments and generate reports, to cite just a few examples. The AMS also allows the contacts themselves to update and maintain select data in their profiles via your website according to your preferences.

Contact SubTypes can be created under each primary type, such as Organizations/Institutions, Organizations/Government Offices, Organizations/Hospitals, Organizations/Clinics, Companies/Wholesalers, Companies/Exhibitors and any other groups that best categorize the contacts in your association.

The AMS also allows you to create separate but connected Profiles for an organization’s chapters, regions or other subgroups.

Contacts can be linked to one another in relationships or affiliations. For example, a Company or Organization’s record can be linked to the Individual records of its employees that are also in your database.

The AMS allows you to configure every aspect of the screens you and your members use to view and edit their profiles. Many screens can be configured in this same manner. A Client Admin at your organization can change and manage forms, including field names, default settings, captions, edit level permissions and help text availability. A Client Admin can set fields to be mandatory and can turn fields on and off. There are independent controls for the staff view as well as the member’s view online, thus allowing sensitive information to be hidden from the website.