In this section you'll learn how to create and edit profiles.
This section will enable you to create and modify profiles based on chosen fields (for example product description, tracking number, name of recipient) with default values and even to create your own fields.
These 3 default profiles come with pre-defined fields and values.
A “Default” profile comes with more fields, a “Basic” profile is a condensed version and a “Shipping” profile is for logistics.
Add/Edit/Delete profile
In order to create a new profile, press the “+” icon at the top right. A new window will pop up where you will be able to put your profile name.
Click the “OK” text to create the profile.
In order to make the changes to the profile itself, press the “3 dots” icon at the top right. A new drop-down menu will pop up where you can select from: “Edit profile name”, “Delete profile” and “Share profile”.
In order to edit the profile name, select “Edit profile name” from the drop-down menu. A new window will pop up where you can type your new profile name.
Press the “OK” text to make the changes.
In order to delete the profile, select “Delete profile” from the drop-down menu. A new window will pop up asking if you are sure about deleting the profile.
Press the “YES” text to delete the profile.
Add/Edit/Delete profile field
In order to define a new profile field, press the “+” icon at the right menu. A new window will pop up where you will be able to choose a “Predefined field” or a “Custom field” from a drop-down menu.
With a “Predefined field” you can select from the list of fields already created for you. Field default value is the value that will be automatically pre-filled for you for the selected field when creating a new recording.
Click the “OK” text to create the profile.
With a “Custom field” you can create a custom field name, as oppose to a “Predefined field” where you could only select from the list of preloaded field names.
Press the “OK” text to create the profile.
In order to edit a profile field, press the “pencil” icon at the right menu. A new window will pop up where you will be able to make appropriate changes.
Press the “OK” text to save the changes.
In order to delete a profile field, press the “dustbin” icon at the right menu. A new window will pop up asking you if you are sure about deleting the specific field.
Press the “YES” text to remove the field.
Other
Make sure to save changes before leaving the Profile Manager.
If you do not do so, a reminder window will pop up asking if you are sure about leaving the Profile Manager without saving changes.