Finding and adding customers in My Colorado Journey

My Colorado Journey can serve as a single source of truth for participant information. Our location based structure is a key feature of how we protect user privacy and ensure that professionals only have access to view the users that correspond to their location.

This guide will help you use My Colorado Journey to find an existing customer record, or to create a new one if needed. For a crash course on finding or adding customers, watch the below video. If you prefer a step-by-step guide, scroll below for directions.

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Finding a customer

1. Navigate to My Dashboard. On My Dashboard, you have a Customer widget with a search bar.

You can search directly from the widget to find the customer you are looking for. You have the option to search by Name, Date of Birth, or Email. Additionally, you can use the sidebar navigation for the button called "Customers". 

2. From the Customer Search, select how you will search. Most Professional users prefer to search by name or email. By default, we do not include archived or deleted participants in the search.

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3. Select the hyperlinked First Name to access the participant's record.

4. View, edit, and update the participant's record as desired. Inside of a participant record, there are a number of different pages or workflows that you can navigate. Note that not all of these options will be available, depending on the configuration that has been set up in your implementation.

Adding an existing participant to your location

1. Navigate to Search (across) to find a participant who is in the system, but currently associated with a different location.

2. Enter the participant's first name, last name, date of birth, and one additional piece of information. Email address or phone number are typically the easiest pieces of information to add. Then, select Search.

3. When you find the correct record, select Add Participant to import the participant's record into your location. Then, you will be able to see and edit the participant's record.

You will know you have successfully added the Participant to your location when you get this pop-up. 

Adding a new participant

If the participant is not in My Journey, you'll need to add them. 

1. Select Participant Intake to add a new participant.

2. Enter the individual's first name, last name, email, and date of birth to create a new record. Then, select Add Participant.

3. Edit the record as desired. Please note that if you have data integrations, our records and systems integrator will de-duplicate the student record.