Viewing and editing a person's card

The basic information about the participant is stored in a separate card: contact information, his events, roles in cases, invoices and deposits.

Viewing a person's card

  1. Open the CONTACTS section or the Participants tab in the case card.
  2. Select from the list of participants (persons) and click on the name or surname.
  3. The participant card will open in a new tab, in which you can view: contact information, events, cases and deposits.

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Editing a person's card

  1. Open the CONTACTS section or the Participants tab in the case card.
  2. Select from the list of participants (persons) and click on the name or surname.
  3. The participant card will open in a new tab, in which you can view the main information.
  4. Make changes to the participant data and click the Save button in the lower right corner of the screen.

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