Profiles

All categories > Product applications > 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 6 days 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 8 months 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 5 days ago by Ainsley

Add notes and files to profile Conversations

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

Updated 10 months ago by Ainsley

Delete a profile

Learn how to permanently delete a profile.

Updated 9 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 4 months ago by Ainsley

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