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Office Hours 20/05/21 - Profiles and Contacts, their relationship
Office Hours 20/05/21 - Profiles and Contacts, their relationship

Learn about the difference in Contacts and Profiles, and understand how you can split profiles, submit solo applications etc.

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over 3 years ago

Join us at 9:30am every Thursday for our Office Hours where we focus on helping you maximize your usage of Trail and answer any burning questions you have.

In this weeks Office Hours, we covered the following topics:

  • Profiles and Contacts, what are they? What's the difference?

  • How information flows in Trail

  • Splitting contacts from a joint profile

  • Merging profiles

  • Moving policies to a new profile

  • A general overview of the profile functions

If you need any help outside of Office Hours, here's how you can get in touch.

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