Participant Lists are where contacts can be stored in lists ready to be imported into projects. Contacts may be added to multiple Participant Lists.
- To create a new Participant list, click on the "+ New Participant List" button at the top of the page and enter the Participant List details. Multiple new contacts can then be selected and added to the participant list. Contacts may be added to Participant Lists individually or in groups from Contacts.
- Participant Lists can be copied by clicking the Copy button and then renamed and edited.
- To edit or delete a Participant List, click on the edit or delete button. To edit or delete multiple Participant Lists, select the check boxes against each one and the go to the Selected button in the above menu.
The Participant Lists Window
Participant lists are shown below in a list.
Use Participant Lists in projects
Participant Lists provide an easy way to organise the contacts that are planned to be used in projects. They can be prepared and saved in advance. They can also be edited or re-used in other projects.
When a participant List has been imported into a project a copy of the list and contacts is made. Editing or deleting the Participant List does not change or delete the participant details in the project. Conversely, editing participant details in a project does not change the details in the Participant List. Also, editing or deleting a Participant List does not affect contacts.