Speeding up data entry

You can use profiles to speed up data entry and to control access to contact data. For example, you might have a set of volunteers who are responsible for maintaining specific data about contacts. You will want to give them access to the data they require but not other sensitive data.

How to do it…

In this recipe we will use a profile to enter some data for potential new members for our organization.

1. Create a group that will store all the new contacts you are going to add.
2. Navigate to Contacts | New Group and create a new group. Call it Quick add membership prospects.
3. Navigate to Administer | Customize Data and Screens | Profiles and create a new profile. Give the profile a sensible name that reflects its purpose. Call it Quick add member prospects.
4. In the Used For field select Standalone Form or Directory.
5. Add in some guidance to the top and the bottom of the profile to help the people who are going to be doing the data entry.
6. Click on the Advanced field set at the...