Add Accounts and Edit Personas in eTapestry Mobile

From either the Home dashboard or Search Results pages, click Add an Account. While all enabled persona types are available, the number of fields is scaled down for ease of use when you create a new account. You can access other phone types and the web page when you edit the persona after you create the account. All persona and constituent defined fields are available if they are marked as required or to be displayed in eTapestry Mobile.

To edit a persona, click the name of the persona type to open and edit.