Assign a profile to a group of people/organisations
You can use profiles to track many extra pieces of information on organisations/people, then use this information in Enquiries searching and reporting.
Sometimes it is useful to assign a particular profile to all organisations/people in the ENQUIRIES RESULTS LIST.
- Do your Enquiries search as usual, and choose NEXT STEP (so that you can see the RESULTS LIST).
- Tag and untag entries as you wish (as only those tagged will be assigned the profile).
- Choose SPECIAL section tab.
- Under SET PROFILES choose the profile you are interested in.
- Choose SET PROFILE button. This profile is then assigned to all the tagged entries in the result list.
Note: it does not matter if the organisation (or person) already has that particular profile.