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All categories ​>​ ​Product applications ​ > ​ ​Profiles

Profiles

The Profiles page

Learn how you can use the Profiles page to see product applications - and how to use filtering, sorting, and create a queue of applications to work through.

Updated 2 months ago by Ainsley

Search for profiles

Learn how to use the search box to find profiles you're looking for.

Updated 2 months ago by Ainsley

View and edit profile data

Learn how to view and manually update a customer's profile data.

Updated 5 months ago by Ainsley

Configure and use custom fields

Learn what custom fields are, how to get them set up, and how you can see and edit them.

Updated 1 month ago by Ainsley

Work with profile Files

Learn how you can see and share any file or document used to onboard or monitor a profile.

Updated 6 months ago by Ainsley

Add notes and files to profile Conversations

Learn how to use the Conversations section to leave messages and upload files.

Updated 6 months ago by Ainsley

Delete a profile

Learn how to permanently delete a profile.

Updated 6 months ago by Ainsley

See and download the audit report

Learn how to see which actions took place on a profile and get a PDF of the report.

Updated 1 month ago by Ainsley

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