All categories > Product applications > Profiles
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
Learn how to use the search box to find profiles you're looking for.
Learn how to view and manually update a customer's profile data.
Updated 5 months ago by Ainsley
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
Learn how you can see and share any file or document used to onboard or monitor a profile.
Updated 6 months ago by Ainsley
Learn how to use the Conversations section to leave messages and upload files.
Learn how to permanently delete a profile.
Learn how to see which actions took place on a profile and get a PDF of the report.
Updated 2 months ago
by Ainsley
