Managing People

Creating a New Person Record
Skip to end of metadata Go to start of metadataA person record is a complete profile that contains basic personal details, assigned roles and associated a...
Thu, 31 Mar, 2022 at 3:13 PM
Assigning Person Roles
Each Person record can be assigned Roles within the system.  By default, a Person record is not assigned to any Roles.    Assigning Roles for One Pe...
Thu, 31 Mar, 2022 at 3:16 PM
Creating Person Filters
Many clubs have a large number of participants and often need to restrict the list of participants they view to an appropriate list for a given task.  Perso...
Thu, 24 Mar, 2022 at 8:54 AM
Edit Person Record
Skip to end of metadata Go to start of metadatThere are two ways to edit a person record: First way Search for a Person using any one of the me...
Thu, 31 Mar, 2022 at 3:17 PM
Download Person List
Skip to end of metadata Go to start of metadatUse this function to download person data for reporting, newsletter sending or other administrative function...
Thu, 31 Mar, 2022 at 3:20 PM