The Entity Profile displays a concise snapshot of summary data for a selected entity, including biographical, gift, membership and prospect tracking data.
There are two ways to access the Entity Profile:
Perform a Lookup, using either the Entity's name or entity ID to display the Entity Profile page.
or
On the Main Menu, click 'Go To'.
Click the Entity Profile Application (Application ID 1101)
Enter an Entity ID in the 'Open with ID Lookup' field.
After you have specified an application and ID number, click Go.
Note: If you have previously displayed 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.
Information in the Entity Profile includes the following:
Former Spouse
Entities with a former spouse can view former spouse information along with a hyperlink to the former spouse’s record. Former spouse information appears when all of the following conditions are met:
The entity is not married.
The entity has a record in the former spouse table.
The record in the former spouse table has a marital status, whose ‘Display on Profile’ is enabled in tms_marital_status.
If the entity has multiple former spouse rows, where the statuses have the Display On Profile enabled in tms_marital_status, the Entity Overview will display the most recent former spouse on the Entity Overview. The most recent former spouse is defined as the one with the most recent date modified in the Former Spouse database table.