Contents
In this guide, you will learn how to add a new person to ChMeetings, and to view or edit people's profiles.
Add a new person to ChMeetings
There are two ways to add new people to your ChMeetings list. One is automated, via the Import People tool. The other is manual, and this is the method that we will be discussing below.
To add a new person:
- Go to People.
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Click Add Person, at the top left.
You will now see a window that lets you fill out the profile information related to the person. You can configure what information is requested by setting up your preferred profile fields.
Please fill out the required information. Note that fields marked with an asterisk (*) are mandatory. To add a photo, click the pencil icon found on the photo placeholder. This will allow you to browse your computer and select a picture file.The recommended photo dimension is 150 × 150 pixels.
Below is a quick demonstration on filling out someone’s profile info.
Tip: If you need to quickly switch from the People section to the Import People Tool, click More Actions > Jump To > Import People.
The Nickname Field
You can add a Nickname to someone’s profile. Please note that if someone has a nickname, then it will replace their first name in the following areas:
- All Communications: Emails, SMS, Push Notifications;
- Exports: Directory, Name Tags, and Letters;
Additionally, areas such as people tables and search, people excel exports, and the Import People tool will display the nickname along with the first name.
View and Edit Profiles
Once a person is saved, you can view their profile simply by clicking on their name within the People list. This will display their profile in view mode.
You can edit the profile from within the view mode, by clicking the Edit button at the bottom right.
Alternatively, you can edit an individual profile from within the options menu next to the profile entry in your People list. Simply click the options button corresponding to the profile, then select Edit.