People are individuals that are involved with your event . Individuals such as staff, volunteers, and guests can be tracked and managed in Lennd using the "People" feature.
NOTE: People can live on their own or be attached to groups.
People are broken down by people types. People types help different teams collect and report on information that is specific to their segment of the event. You can also use people types to set permissions and quickly filter data.
Some example people types include Staff/Personnel, Guests, and Volunteers.
Setting up People types
To start, click on CRM on the left-hand side of your navigation then click View all People:
Once Viewing the Dashboard, click on Settings at the top of the page
To add a new People type click ‘Add Type’
Give your new type a name and choose an icon.
Pro Tip: You should always have a ‘general’ people type to be your default group. If you ever submit a person that doesn’t get a people type assigned, they would go here. It will be a catch-all for those without types and make it easy to find.
You can then create your Record Layout to choose/set up the fields you wish to track on your different people types. When you first click Record Layout you will see a few default fields (first name, last name, email, phone number). The Starred fields you see here on the left are the ones that will show on the main screen of the records when you click to view a profile.
There will also be some additional fields you can use (just to the right of your starred fields).
You can use these existing fields for your people or you can add new fields. To add additional fields click ‘Create field’ in the top right.
Give your field a name, choose the field type (see Field Types for more information if needed) enter a description, choose your field group (if it should be put under another group instead of the default Information) and, if applicable, maximum length.
NOTE: maximum length is per word (so if you enter 150, the maximum length is 150 words)
*Pro Tip: It can be helpful to create field groups. Field groups allow you to organize your custom fields, making things easier to navigate.
If you will be creating various fields for different people types, first click Create field group and add your different group names which you can then use to sort which fields are specific to which group. Your field groups would appear like this:
Once all of your fields have been created, you can then choose what fields you want to see immediately when you go into the profile and what fields you may need to see but not right away (you’d just need to click on view Details to see the rest).
When you hover over a field, you’ll see a star and an eye. The star will show the field on the profile overview where the eye will show when you click to view all properties.
On a profile/record, this is how it appears. This is what you see when you click that profile/record the starred fields will show under ‘About _recordname_’ . Just below that you’ll see the button View All Properties and this is where the other fields you’ve chosen (via clicking the eye) will show.