Click the People tab in your lefthand navigation menu.
Open the List of Participants
Locate the participant in your List of Participants
There are several tools to navigate your list of participants.
You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria.
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
Click the pencil icon to open the participant’s record.
Navigate to the Address tab of the participant’s record.
The first address listed is the primary or “home” address. To make changes, type or select the correct information for each data field.
The second address is optional and useful if the participant has a secondary or mailing address. Type or select the correct information for each secondary address data field. If the participant does not have a secondary address, check the Same as home address checkbox.
Some custom fields may be present in your system should be completed. If they have red asterisks next to them, they are required to be completed before the page can be saved.
Click Save to save your changes.
- Managing Addresses.pdf200 KB