Common Participant Information

Participant information can be added to and maintained. This is performed manually for most categories of information so that users can keep the information accurate and up-to-date. For example, a user can add a new address for a person.

Several categories of information are added to and maintained automatically by the system. For example, interaction records are automatically added every time a communication or payment is made to a participant.

The following sections describe the categories of information that are common to most participant types. Note that some categories may not be maintained for prospects, representatives, or information providers.