Basic Training: Profiles

Profiles in Lamplight are where you keep individual information on the people, organisations and families that you work with. This includes contact details, demographic information (such as age and gender), and relationships between the people and organisations in your system. If you want to keep data about a new person or organisation you will first need to create a profile for them. The process for adding any type of profile is the same.

Videos in this section:

2.1 Creating a Profile

2.2 The Contact Details Tab

2.3 Custom Tabs and Fields in Profiles

2.4 Relationships

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2.1 Creating a Profile
This video shows you the first steps for creating a new profile for a person or organisation in Lamplight.


2.2 The Contact Details Tab
Once you have created a basic profile, you can now add the contact details to it.


2.3 Custom Tabs and Fields in Profiles
Next we look at adding data to your custom fields. This could include information such as age, gender, medical conditions, previous addresses, and any other personal information that your organisation has choosen to keep.


2.4 Relationships
Finally we show you how to link people and organisations using the Relationships tab. You can join individuals to a family or employees to an organisation, for example.