There are many methods of accessing biographical and financial information for an entity or prospect in Advance. The most intuitive way is by starting at the entity level. Much data can be accessed through the Entity Profile.
To access the Entity Profile:
Perform a lookup to locate the entity you wish to view the profile for.
When the resulting lookup list appears, click the entity hyperlink and the Entity Profile will appear.
You can also access the Entity Profile using the Go To:
Click Go To.
When the Go To appears, select the Entity Profile application (application ID 1101 - mnemonic PROF).
Enter the Entity ID number in the Open with ID Lookup field.
Click Go and the Entity Profile will display.
With the Entity Profile active, you may access the entity's Giving, Membership and Prospect Tracking profile by clicking Views under the applicable section of the Page Tree.
Note: If you have previously displayed the Entity Profile, the ID number of the entity you viewed the profile for will automatically default into the Open with ID Lookup field. If you do not know the ID of the entity for which you want to Go To, click the Lookup hyperlink on the Open with ID Lookup label and perform a Quick ID Lookup.