Editing and Deleting Profiles
Keep your data accurate and up to date by editing Profiles when details change and removing ones you no longer need. This guide walks you through how to quickly make updates or safely delete Profiles from your CatalogIt account.
Editing a Profile
You may find that a Profile you've used has a typo or that you'd like to add additional information to it. It is easy to edit a Profile.
- From the Main Menu, select “Profiles”.
- Using either the "Frequently Used" icons or the search bar, navigate to the type of Profile you'd like to edit (a Person, Place, etc.).
- Search for the record you'd like to edit and select it.
- Click the edit pencil in the upper right corner and make any changes you'd like.
- Click "Save".
Deleting a Profile
A profile must be unused (have no references) before being deleted from your CatalogIt account. Before attempting to delete a Profile, you must first remove it from all associated Entries. In most cases, this can be quickly accomplished via the bulk editing tool.
Once you have ensured a Profile is unused, follow these steps to delete it from your account:
- Click the Main Menu in the top left corner.
- Click Profiles.
- Navigate to the type of Profile you'd like to delete.
- Search to find the specific Profile you'd like to delete, then click on that Profile.
- Click the Edit Pencil in the top right corner.
- Click the trash can icon in the bottom right corner of the screen to delete the Profile.
Video Resource - Deleting a Profile