Edit, Delete, or Add a Comment to a Person
From BARRK Wiki
Changing an email address or giving a person access as an administrator, making changes to the contacts of your organization is easy in BARRK! |
To edit a person's record, open the PEOPLE category from the Main page - or - by using the People icon on the top of your navigation bar.
EDIT A PERSON'S RECORD
- In the People category, select the person by clicking their name then the "Edit" button - or - click the "Edit" icon
on the right side of the person's row.
- Make the necessary changes and click the "Save" button.
MAKE A PERSON AN ADMINISTRATOR
Please visit USER MANAGEMENT: ADD USERS page for detailed instructions.
ADD A COMMENT TO A PERSON'S RECORD
- In the People category, select the person by clicking on their name.
- Click on the "Comments" tab over the details box.
- Type in the comment and click "Add Comment."
- A time/date stamp, who entered the comment, and comment details will be added. You may edit or delete the comment by clicking on the icons at the end of the details.
DELETE A PERSON
- In the People category, click on the person's name and select the "Delete" button - or - click the "Delete" icon (trash bin) at the right side of the item's row.
- Click "OK" to confirm deletion.
OH NO! DID YOU DELETE THE WRONG PERSON OR WANT THE PERSON BACK ON RECORD? No worries, BARRK has a few tricks where your record can be recovered! METHOD 1: WITHOUT LOGGING OUT of your Barrk Session
(There will be a pink warning box "This record was marked as deleted on ... ")
Your record is recovered and again listed in your BARRK database. METHOD 2: ALREADY LOGGED OUT of your Barrk Session
Your record is recovered and again listed in your BARRK database. |
Guidelines to perform the main functions in the PEOPLE category
- Add a Person
- Convert a Foster to an Adopter
- Edit, Delete, or Add a Comment to a Person
- Upload Documents for a Person
- Track a Person's Donations
- Advanced Filtering for People