Appearance
Reviewing Profile Changes
Find the profile changes waiting for a look, mark each one reviewed, and put a previous value back when a form answer overwrote it.
Understanding Profile Changes
A profile change is a record of something that changed a contact's profile without a staff member making the edit. Each one starts out Pending. It stays pending until someone on your team reviews it.
There are two kinds of profile change.
A portal change is an edit a contact made to their own profile in the member portal, such as a new name, photo, or email address. The edit is already applied to the contact when it is recorded.
A form change is a form answer that replaced a value already on the contact's profile. It is recorded only when the answer wrote over an existing value. A form answer that fills in a blank field is not recorded.
Reviewing a Change
Each pending change has a Keep button (a check mark) in the row's actions.
- Keep marks the change reviewed and leaves the profile as it is. The row's status changes to Kept.
- Undo puts the previous value back on the contact. The row's status changes to Undone.
Undo is available only on form changes. A portal change is the contact's own edit, so it can only be kept.
Undo is refused when the field has changed again since the form answer was recorded. Undoing then would overwrite the newer value.
Where to Find Changes
On a contact
- Navigate to CRM > Contacts and open a contact
- Click the Review tab
- Select Portal Changes or Form Changes
The number next to each tab is how many changes on that tab are still pending. It goes down as soon as you keep or undo one.
Across every contact
Click Profile Changes in the sidebar of the CRM > Contacts page. This page lists portal changes and form changes for all of your contacts in one table, with a Contact column showing whose profile changed. The number next to Profile Changes in the sidebar is how many changes are still pending across your organization.
Understanding the Table
| Column | Description |
|---|---|
| Contact | Whose profile changed (Profile Changes page only) |
| Type | Profile update, email update, or form answer |
| Changes | The previous value, struck through, next to the new value |
| Status | Pending, Kept, or Undone |
| Created | When the change was recorded |