Individual Screen Detail

Basics

The Individual screen contains information on a specific person. This includes demographic and contact information, group membership, donation history, and registration history (along with associated itinerary and financial history).

Navigation: CampLink > Customers > [specific customer]

Fields

  • Individual tab: groups contact info, personal info, group membership, notes, and communication subtabs
    • Primary: indicates whether a particular phone number, email address, or physical address is the primary contact method and will be used in mass emails, queries, or specific emails (like emailing confirmation letters)
  • Medical tab: lists all medical forms filled out and hyperlinks to specific registration that contains the data
  • Attachments tab: contains all attachments associated with this individual
  • Attributes tab: shows all attributes for this individual
  • Receivables tab: shows all financial history transactions for this individual
  • Itineraries tab: shows all current and past itineraries for this individual
  • Registrations tab: shows all current and past registrations for this individual
  • Donations tab: shows donations and pledges for this individual

Special Actions

  • Register: activates the Individual Registration Wizard for the person
  • Reserve Resources: allows the individual to reserve resources (like lodging or activities) directly
  • Merge Individuals: allows you to combine the individual record with a duplicate and keep the most recent information
  • Set Web Password: allows you to change the web password for this individual