Personal Snapshot Page

The Personal Snapshot page contains several cards to provide users with a quick look at their profile information. Some cards are merely informational, and others give users different ways to interact with your association.
  Show Me an Image...

Nimble AMS, Community Hub, Page, Personal Snapshot

Profile Photo

At the top of the page, constituents can view, add, or update their profile photo.

Profile photos must be in .jpg, .gif, or .png format. Profile photos must be 2 MB or less in size and we recommend a width of 200 pixels and height from 200–300 pixels.

  Show Me an Image...

Nimble AMS, Community Hub, Card Type, Upload Photo, Adding an Image

Personal

The Personal card displays a snapshot of constituent's personal information.

Company

Pilot This release contains a pilot version of Community Hub Company Affiliations. Learn More.

Individuals

If individual constituents have no active affiliation with a company, the Company card displays an Add Affiliation button which constituents can click to browse to the Add Affiliation page and affiliate themselves to a company.

  Show Me an Image...

Community Hub, Card Type, Company Affiliations, No Affiliations

Once they're affiliated to one or more companies, constituents can view their primary affiliation, followed by any other affiliations, or click My Affiliations to browse to the My Affiliations page to view and update their affiliations. Administrators can customize the company information that is shown for each affiliation to provide the level of detail desired by your association.

  Show Me an Image...

Primary Affiliation

Community Hub, Card Type, Company Affiliations, Primary Affiliation

Multiple Affiliations

Nimble AMS, Community Hub, Card Type, Company Affiliations, Multiple Affiliations

Company Managers

The Company card also displays a Company Profilebutton next to any affiliation so company mangers can browse to the Company Snapshot page and manage that company.

  Show Me an Image...

Nimble AMS, Community Hub, Page, Personal Snapshot, Company Snapshot, Company Manager

Company Classic

Part of the affiliation experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Spring '17 release. The pilot version of Community Hub Company Affiliations improves this experience. Learn More.

If users are not affiliated with a company, the Company card displays a button to add constituents' company. If constituents are affiliated with a company, the Company card displays their company information.

  Show Me an Image...

No Affiliated Company

Nimble AMS, Community Hub, Page, Personal Snapshot, Company Information Classic

Affiliated Company

Nimble AMS, Community Hub, Page, Personal Snapshot, Affiliated Company Classic

Membership

Individual Membership

Join

If a user is not a member, the card displays, "you are not currently a member." If staff have created active membership options allowing individuals to join, the card shows a join now button. If a user has joined as a member in the past the card displays a field set as a collection of read-only fields including whether their membership is current, the type of membership, the join and end dates for the membership. If staff have not created membership options that allow individuals to join as members, no Join button is shown.

  Show Me an Image...

Renewal

Once users have joined as members, they see their membership information.

  Show Me an Image...

If the feature is enabled, users see a button which takes them to renew their membership on the Join or Renew page at any time.

  Show Me an Image...

If users have a cash bill with a membership renewal, they see a button which takes them to the Join or Renew page to review the renewal and add it to their cart.

  Show Me an Image...

If users have an outstanding invoice with a membership renewal, they see a button which takes them to review the invoice on the Outstanding Invoice page.

  Show Me an Image...

Company Membership

Join

If your organization flows down company membership benefits from the company to the affiliated individuals, when their company doesn't have a membership, the card indicates that the user is not a member and–if staff has created individual membership options that allow users to join as members–shows a button to take them to the join process. If staff have not created membership options that allow individuals to join as members, no Join button is shown.

If a user is a manager of a company that has never joined as a member, the card indicates that the user is not a member and–if staff has created active membership options that allow companies to join as members–shows a button to take them to the join process. If a user has joined as a member in the past the card displays a field set as a collection of read-only fields including whether their membership is current, the type of membership, and the join and end dates for the membership.

  Show Me an Image...

Renewal

If your organization flows down company membership benefits from the company to the affiliated individuals, when their company has a membership, users, see the company membership information.

  Show Me an Image...

If the feature is enabled, users who are company managers see a button which takes them to renew their membership on the Join or Renew page.

  Show Me an Image...

If a user is a company manager and their company has a cash bill with a membership renewal, they see a button which takes them to the Join or Renew page to review the renewal and add it to their cart.

  Show Me an Image...

If a user is a company manager and their company has an outstanding invoice with a membership renewal, they see a button which takes them to review the invoice on the Outstanding Invoice page.

  Show Me an Image...

If users have a personal membership and are also the manager of a company that has a membership, the card shows information for users' personal membership and not company's membership. That said, if they have a cash bill or invoice with a personal membership renewal and their company also has a cash bill or invoice for a membership renewal, the button takes users to review and pay for their company's membership renewal, not their personal renewal.

Also, if your organization does not flow down company membership benefits from the company to the affiliated individuals, if users who don't have a personal membership and are a company manager, the card indicates that the user is not a member, but users can click to review and pay their company's membership renewal cash bill.

Programs

The affiliation experience seen on orgs where Nimble AMS Programs is installed.

If users are enrolled in one or more programs, they see a card with the name(s) and enrollment status of their program(s) on Personal Snapshot. Users can click to see additional details on their programs.

  Show Me an Image...
 

Page Information

Page /apex/profilesnapshot
ProfileSnapshot
ProfileSnapshotController
Template
AccountTemplate
Heading Label
SnapshotPageTitle
Description Label SnapshotPageDescription
Friendly URL /personalsnapshot

Cards on the Page

Type
UploadIndividualPhoto Upload Photo Card Type
SnapshotPersonalCard Field Set Read Only Card Type
SnapshotAffiliations Company Affiliations Card Type
When Using the Company Affiliations Classic Experience
SnapshotCompanyCard Field Set Read Only Card Type
SnapshotMembershipCard Snapshot Membership Card Type
When Using Nimble AMS Programs
SnapshotCurrentPrograms Record List Card Type