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
- Open the CONTACTS section or the Participants tab in the case card.
- Select from the list of participants (persons) and click on the name or surname.
- The participant card will open in a new tab, in which you can view: contact information, events, cases and deposits.
Editing a person's card
- Open the CONTACTS section or the Participants tab in the case card.
- Select from the list of participants (persons) and click on the name or surname.
- The participant card will open in a new tab, in which you can view the main information.
- Make changes to the participant data and click the Save button in the lower right corner of the screen.
