Coming soon! The edit person page has a new design with added functionality.
To access the edit person page, select People from the main navigation menu, search to find the person you wish to edit, and click on the person’s name.
The page includes a sidebar with summary information and quick links to all registrations and links to transaction views.
The Details tab shows fields related to the person, including Admin Notes from the Person Admin field set.
The Email tab shows the history of emails sent from this Person page.
To view all emails sent to this person from the Retreat Guru software, click on View All Emails to open the Mail Log.
You can send a new email to the person from this page. Create an email from scratch or select an email template saved in the Person area.