Find a person and use their profile

Find them

1. From any page, click the top search box (Search people, boys, teams, pages...) or press / on your keyboard. On a phone, tap the magnifying-glass button.
2. Type at least two letters of a name or email, then click the person under People. Boys show under Boys.
3. Too many matches, or none? Open People in the left menu and type in Search (name or email). Old names from merged records still find the person.
4. Narrow the list with the Regions pills (any of them) and the Roles pills (must have every role you pick, so Coach and Donor shows people who are both). Season range starts on all history. Clear resets the pills.
5. Click a card to open the profile. Only the first group shows; click Show ... more at the bottom for the rest.

What the profile shows

• Contact & identity: email, phone, mailing address and region. Blue came from Pinwheel; green was added or fixed by staff.
• Interactions (emails sent to them from the OS) and Notes & Tasks, with notes from elsewhere in the OS shown read-only below.
• Cards that match their roles: Coach application, Documents (signed agreements and waivers, each with Open signed PDF), Coaching, Giving, Bloomerang, Runners (their boys) and Start a Team. Click a card’s heading to open or close it.
• Appears in lists their Pinwheel accounts. Changelog shows every staff change, who made it and when.
• Boys are not on People. Find them under Boys in the top search, or on Participants.

Email them

1. On the Interactions card, click Email from the OS.
2. Under To, tick which of their addresses to use. Add a Cc if you need one. You can pick from Start from a template.
3. Write the Subject and Message and check the preview beside it.
4. Click Send email. It goes from your own Let Me Run address, you get a copy, replies come back to you, and it is logged under Interactions.
5. If the box says No email on file, you can’t send. Add their email with Edit first.

Add a note or task

1. On the Notes & Tasks card, type in the box.
2. For a task, tick Make it a task and pick a due date. Click Add.
3. A task also shows in your own Action queue on Home. Click Done on it when finished.
4. The small x deletes a note. Only the person who wrote it (or Jason) can delete it.
5. To hand a to-do to a teammate instead, click Tag a teammate at the top, choose Who’s it for, type What needs doing? and click Send to (their first name). The task links back to this profile.

Fix their details or roles

1. Click Edit at the top right, change Name, Email or Phone, and click Save changes. A field can’t be left blank once it has a value. The original Pinwheel value stays visible and the change is logged.
2. Click Manage roles under their name. Click Add to give a role, or Remove on one a staff member added, then Done. Roles change on this profile only, never in Pinwheel.
3. A role that came from Pinwheel says Only JB can hide. Only Jason can hide or restore those.

Related How-To’s

• Remove a coach from a team
• Work your Home page each day