Individual Record Overview

After searching in Quick Look Up or having created a list, you can click on a person’s name to open their record.

You may be able to view, add to or amend a wide range of information, including addresses, phone numbers, and emails and any data collected during campaigns or between elections. In other words, the more you use the database, the more information you are able to access and build on for the future.

When you click (>) on a heading, it will open the box and display the data contained within that particular section.

You may also click on the ‘star’ icon on the right-hand corner of a box to move the module up to a Favourites section at the top of the page so that it is more easily accessible. Within these favourites you can click on the three lines beside the star to order your favourites. Modules like the ‘Name - Salutation’, ‘Email’, or ‘Phone’ are great to have a top of the page so that you don't have to scroll up and down as much.

Once you have a view you like, click Save Page Layout on the right-hand side of the page and the next time you open an individual’s profile, the selected headings will display in the same positions and will be automatically open.