• Profile Groups is an advanced feature, activated on request and suitable for users with above average computer skills, and is excellent for marketing campaign support.
  • Create a Profile Group via Settings > Options > Profile Groups > Click New.
  • Add Profiles (data entry columns) via Settings > Options > Profiles > Select Profile Group > Click New.
  • Data Types for Profiles are ‘Integer Number’, ‘Decimal Number’, ‘Datetime’, ‘Text’, ‘Currency’, and ‘Yes or No’.
  • To Populate members to a Profile Group go to Main > Profiles and click the Populate button at bottom of screen.
  • The most common method of population is via an Ad Hoc Report query. If you don’t have any set-up yet, request one from Ardex that does what you want.
  • Ad Hoc Report Results can be sorted and filtered until only the desired group members are listed on screen. Then press Use and Close.
  • You may also include ‘Parents’ and ‘Children’ of the people selected in your Ad Hoc report results if you wish. These terms have a different meaning in this context.
  • Once your profile group has been populated with members, profile values will need to be entered against any people you intend to retain in the profile group on refresh.
  • Unless you intend to spend a lot of time double clicking and typing into cells, you will need to use CTRL-C and CTRL-V a lot, in combination with sorts and filters, to get appropriate profile values entered against all group members.
  • You can populate members to a profile multiple times without creating duplication or losing profile values entered.
  • Orange column headers represent system defined values, green column headers are profiles and are user entered and customisable.
  • To bulk enter a profile value against a selected group of people first create the Profile, then single click any cell with the right value entered and CTRL-C, then single click any cell in the destination column, then Populate and filter down to the desired people, then Use and Close, then without clicking anywhere press CTRL-V.
  • Profiles can be used to select mail merge recipients, and also to populate mail merge fields with customised data. Use Insert Comment instead of Insert Bookmark.
  • Don’t try to use profiles in combination with Ardex Mail Merge unless you have read the Mail Merge User Guide from beginning to end.
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