The primary function of a profile is to allow you to manage and associate your staff's skills, specializations, and educational information along with the delivered performance review information available at a glance.
A new profile can be created from the Profiles tab or from the Profiles related list in the respective contact or user records. The data entries for profiles are explained below:
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Select a Contact or User: You should be able to select any contact or user from which this profile is supposed to be generated within your organization. A contact or user must be selected, and neither value can be provided for a single profile.
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Details: Provide characteristics that explain the related details associated with the profile.
- Name: AdvoLogix will automatically populate this value from the selected contact or user record.
- ID: AdvoLogix will automatically generate a unique ID for your profile.
- Status: Select the current status of your profile.
- Account: AdvoLogix will automatically populate the account from the selected contact record of your profile.
- Total Matters Handled: This metric is displayed in your profile view and shows the number of matters this profile has participated in.
- Total Hours Billed: This metric is displayed in your profile view and shows the number of hours this profile has logged for various matters.
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Average Rating: This metric is displayed on your profile view and shows the average rating from all the performance reviews this profile has received across different matters.
- Bio: Provide a brief description of your profile here.