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 Communication Log tab of the participant’s record.
Click Add Communication.
Fill out the date and time the communication was sent or received. Select the communication type and fill out the person contacted. Enter the subject and any notes about the communication.
Adjust the Share settings if necessary. Click Save Communication.
Editing Communication Log records
To edit an existing communication log record, click the pencil icon.
Deleting Communication Log records
To delete a communication log, click the trash can to the right of the communication summary. Follow the prompts to confirm the deletion.
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