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The Profile tab lists a customer's important information, such as Record Type, Date of Birth, and Marital Status.

 To enter a customer's profile information
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Select the customer's record and click Edit.
  4. Select the Profile tab.
  5. Make any additions, corrections, or deletions, and click OK.
Additional Field Information


Record Type
In the drop-down list, select the customer's record type (Parent, Student, or other). You must select a record type when adding a new customer.

3rd Party ID
If you use a 3rd party vendor to collect and deposit payments, enter the customer's 3rd Party ID. For files to import properly, this ID must match the customer code when importing payments from programs such as Microsoft® Excel.

Default 3rd Party Fee
In the drop-down list, select the customer's default third party fee used for importing payments. If you don't select a Default 3rd Party Fee, ACS uses the fee selected in the Import Payments window to import payments.

Date of Last Activity
When payments are posted, the check date displays in this field. You cannot delete customers if there is a balance or activity on the customer's record within the last 12 posting periods.

Flag Status
In the Flag Status drop-down list, you can select a colored flag to highlight a customer's record. This is a user defined field, so its meaning is unique to your organization. Flagging a customer can be especially useful when grouping customers who have a common attribute, such as students who ride the bus or parents who volunteer at the school. For example, you can use Red to mean ‘Do not accept checks’ or Green to mean ‘Registration has been paid’. 

The meanings are not recorded anywhere in ACS, so it is helpful to write them down to remain consistent for each customer. 

Family
Select to display the primary family's contact information.

Primary
Select to display the customer's primary contact information from the Contacts tab.