Editing Registration Information For a Participant
If you have the appropriate permissions, you can change the participation type and fundraising goal of a participant as well as the their emergency contact name and telephone number.
To edit the registration information for a participant:
Note: If you are on the Members roster on the Team page, skip directly to Step 4.
- Click Customer Service from the top navigation bar. The Customer Service splash page displays.
- In the Process Navigator, click Manage Participants. The Participants list page displays.
- If the participant is not in view in the list displayed:
- Click Search. The Search page displays.
- Enter the information in the fields and click Finish. The Participants list displays with matching search results.
- Click Manage Participant from the Actions column of the appropriate participant. The Summary page displays with registration details and the Gift History list.
- Click Edit Registration from the Related Actions. The Edit Information page displays.
- To change the:
- Participation Type, click the drop-down list and select the appropriate option.
- Fundraising Goal, enter the monetary amount this participant intends to raise for this event. Note: If the * (asterisk) displays by this field, you must enter an amount. Otherwise, you can leave it blank.
- Emergency Contact, enter the name of a person who can be reached on behalf of this participant in case of emergency.
- Emergency Phone, enter the telephone number of the contact person listed above.
- Company with which this participant is associated, select the existing company name from the drop-down list or enter a new name in the field below the drop-down list. (For Individual Participants with no team association only)
- Click Finish. The Registration Summary page for the participant displays again.
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