Editing a Visitor assigned to a Visit

You can edit a Visitor who is assigned to a Visit.

  1. On the Visitor Management application, select a Visit Site. See Selecting a Visit Site from the Visitor Management application.
  2. Select either of the following options:
    • Click a Visit name.
    • Right-click a visit and select Edit.

    • Click a visit's options button and select Edit.

  3. On Edit Visit screen, in the Visitors pane, select either of the following options:
    • Right-click a Visitor and select Edit.
    • Click a Visitor's options button and select Edit.
    Figure 1. Editing a Visitor
    A screenshot of a Visitor. The context menu is displayed and the cursor is on the Edit option.
  4. In the Edit Visitor dialog box, edit the Visitor fields, and then click Save.
  5. Select one of the following options:
    • To save the Visit, click Save.
    • To save and email the Visit, click Save and Email.