Kavi Help CenterKaviŽ Showcase Help
| Chapter 35. Edit a Profile | ||
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Part V. Kavi Showcase Admin Tools | 
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Table of Contents
Use this tool to edit information in this profile. You may also change the state or select different profile contacts. You will have the opportunity to view how the edited profile will look when displayed in the showcase before you save your edits.
If this profile is linked with a KaviŽ Members account, information that is pulled from the Kavi Members database will be displayed as read-only fields. These fields are updated automatically when information in the linked account is updated.
Because the profile tools are used to collect data on companies as well as individuals, you may also see empty read-only fields that aren't applicable to the type of profile you are editing.
Back to topThis page displays whether the profile is linked to a Kavi Members account. Most profiles are linked so that the profile owner's information only has to be updated in one place. If this profile is not linked to the owner's account, the profile information has to be updated independently of the information in the account.
View or edit basic information for this profile.
- Test Lab
This section is displayed if the Compliance feature is enabled.
- General Contact Information
Provide contact information for this profile, including an email address and mailing address. The profile name field is prefilled with the name of the company that owns this profile, but you may edit the profile name if you want it to display differently in Kavi Showcase. If the 'Automatically Update Contact Information' option is set to 'Yes', you won't be able to edit this information.
- Individual Contacts
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Available contacts are displayed in the pulldown lists. Select a contact person and assign an appropriate Contact Type. With the exception of the default type 'Showcase User Editor', these are custom types managed through the Manage Profile Contact Types tool. These are semantic contact types (e.g., 'Marketing Contact', 'Sales Representative', etc.) that don't confer any access privileges.
The same user may be assigned as more than one type of contact for the same profile.
- Categories
Assign an appropriate category to this profile. The profile appears under this category heading when displayed. Depending on configuration, you may be able to assign multiple categories. All categories are custom to your organization, added by a 'Showcase Super Admin' through the Manage Profile Categories tool.
View or edit profile details. You may also change the state to control whether this profile is eligible for display in the showcase or not.
Options
- URL
View the URL for this profile. By default, this field is prefilled with the URL from the owner's record, if this URL is available in the Kavi Members database. Depending on configuration, you may be able to enter a different URL here.
- Image/Logo
Browse or enter a URL for the image or logo to be displayed for this profile.
- Description
Enter the description to be displayed for this profile.
- Keywords
Enter keywords commonly used in profile searches to help visitors retrieve this profile, especially keywords that aren't present in the description. Keywords aren't displayed to visitors when they view the profile.
- Display Publicly
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Should this profile be Displayed Publicly? Set this option to 'Yes' if it should be displayed publicly or 'No' if it should remain visible to administrators and profile owners only.
Note
If this is set to 'No', the profile will not be displayed to visitors searching or browsing profiles.
- State
The current state of the profile is displayed. You may leave this at the current setting or select a more appropriate value.
- Activity Note
Add a note to this profile's activity history. This note will be visible to administrators only, and can be viewed using the Profile Activity History tool.
A preview shows the way this profile will look when displayed in the showcase. If you want to make more changes, click Back. When you are satisfied with the results, click Save Profile.
Select any scheduled email you want to send. The listed email is set NOT to go out by default, so you have to set the 'Send Email' option to 'Yes, send this email.', then review the message and edit if desired. When you press the Send Selected Email button, the email you selected will go out immediately. Each scheduled email is listed by name. This list only includes scheduled email managed through this application.
By default, each email in the queue is set NOT to go out. If you want to send this email, click the 'Yes, send this email.' radio button. You may edit the message if desired. Edits made here are applied only to this specific message, and do not affect the underlying template. Selected email is sent out immediately.
- Send Email
By default, this is set to 'No'. If you want this email to go out, set this field to 'Yes'.
- Template
The name of the email template on which this email message is based.
- To:
The recipient(s) to whom this email is sent.
- Cc:
A list of email addresses, aliases or contacts that will be CC'd when this email notification is sent. If a To: address isn't specified, the first address in the CC: field will be entered in this field when the email is generated.
- From:
An email address identifying the sender of this email. By default, this field is prefilled with an administrative alias in the general format of 'admin@your_domain.org'. Use the pull-down list if you want to select a different email address.
- Subject:
The text that appears on the subject line of the email.
- Body:
The body of an email contains the main message. This is prefilled with text from the email template and with data from the database replacing template variables. You may edit the message body before sending this email.
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| Chapter 34. Manage a Profile |  |
Chapter 36. Delete a Profile |