Profile cards

Profiles enable you to display information that can supplement the information included in a chart box. For example, an employee photo or home phone number may not need to be a part of the main chart box but can be useful to have access to. Profiles provide information about one selected box at a time.

Profiles have two main parts:

The Profile Header, which contains information that should always be displayed in the profile, for any given view.

The Profile Body, which contains a group of related fields.  If you associate more than one profile body with a view, the end-user can view each profile body separately, by clicking the corresponding tab in the profile panel.

When you create a view, you add a profile header and one or more profile bodies to the view.  When the end-user selects a view, the profile panel is refreshed to display the profile header and body(s) associated with that view.

Creating a profile header or body

1. In the Administration section of OrgPlus RealTime, click the Profiles tab.
2. Click the New Header button to add a new Profile Header.
3. Click the New Body button to add a new Profile Body.
   1. Configure the profile header/body as needed.

Changes made to your profile headers and bodies are auto-saved, saving you time and making your editing session more efficient.

Copying a profile header or body

1. On the Profiles page, click the Copy Profile icon for the header or body you wish to copy.
2. Type in the name for the new header or body and click Create.

Deleting a profile header or body

1. On the Profiles page, click the Delete Profile icon for the header or body you wish to delete.
2. Confirm you want to delete the header or body.

Editing a profile header or body

1. On the Profiles page, click the Edit Profile icon for the header or body you wish to modify.
2. Edit the profile header or body.

Changes made to your profile headers and bodies are auto-saved, saving you time and making your editing session more efficient.