VSys One: Volunteer Management Software

Previous Topic

Next Topic

Book Contents

Book Index

Profile Editor

Use the Profile editor in VSys One to view or enter information about a person. The Profile editor is divided into navigation and tools on the left bar and on the right a series of panels, covering many aspects of a person's information:

Many of the panels on this part of the screen start out hidden until they have something in them. This helps to keep the screen less cluttered. Along the left navigation bar the links to these panels are always visible if the corresponding feature is enabled, e.g. Mandates. Clicking on Mandates, for example, will offer to add a new mandate if none exist already. If you do add a mandate, then the Mandates panel will become visible. Some panels and their corresponding links will remain invisible if that feature is disabled in your copy of VSys. If you don't need a feature you can turn it off.
Example of Profile editor screen

Clicking on the person's name in the Person lookup tool brings up his profile. If another user on the system has this record open, you will only be able to view it in read-only mode: you will not be able to make any changes until the record has been released. You have the option of sending a message to the person who has the record open to ask them to release it (only available if tracing is enabled).

Changes are not saved until you click on the Save button.

In This Section

On the left navigation bar

Personal data

Portrait Photo

Banned

Additional Data Panel

Special requests/needs, Restrictions, Exclusions

Account Records Panel

Addresses Panel

Alerts Panel

Application Forms Panel

Assignments Panel

Availability Panel

Awards Panel

Background Checks Panel

Certifications Panel

Comments Panel

Credentials Panel

Custom Fields Panel

Eligibility/Intake Checklists Panel

Hours Panel

Incoming Messages Panel

Interviews Panel

Job Associations Panel

Letters, E-mails and Messages Panel

Mandates Panel

Memberships Panel

Relationships Panel

Trainings Panel

Transitions Panel

VSys Web/VSys Live/VSys Kiosk Panel

Unique Web User IDs

See Also

People

Finding People by their Personal Data

Attach PDF pages

Create a New Person

Attached Files

Comments and Images

Enter Name, Address, Phone Number and E-mail Changes

Mark Bad Phone Numbers and E-mail Addresses

Combining Duplicate People

Filters