Entity Profile Header

The Entity Profile Header displays the entity record type, local degree information, marital information and primary affiliation information of the selected entity. To view the profile of the entity's spouse, click the entity hyperlink name.

 

There are two ways to access the Entity Profile:

  1. Perform a Lookup, using either the Entity's name or Entity ID to display the Entity Profile page.

 

or

 

  1. On the Main Menu, click 'Go To'.

  2. Click the Entity Profile Application (Application ID 1101)

  3. Enter an Entity ID in the 'Open with ID Lookup' field.

  4. After you have specified an application and ID number, click Go.

 

Note: If you have previously displayed the a Profile, the ID number of the entity you viewed the profile for will automatically default in the Open with ID Lookup field. When a number defaults into this field, you may always override the number provided by the system. If you do not know the ID of the entity, prospect or proposal for which you want to 'Go To', click the 'Lookup' hyperlink on the 'Open with ID Lookup' label and perform a Quick ID Lookup or place your cursor in the 'Open with ID' and press 'Ctrl + F2.' Performing this action will activate the Lookup utility and you will be allowed to search for the entity, prospect or proposal you wish to view in the selected application.