Inviting Players to JDIO

Guide Steps

After adding the loan/project to JDIO go down to the Players section of the Loan Detail screen

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  1. Airplane icon means that you have not invited this contact to JDIO
  2. The Edit Contact icon means that you have to add an email address to this contact so you can email the invite
  3. The JDIO icon means this contact has already been invited
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To invite a contact that has not been invited yet click the airplane icon, select Yes and then Email.

You can create a communication log first and then select the email option from there as well

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Guide Screenshot Reference