When a record is created in Events by selecting Add to Master on the Attendee tab, the following fields are populated automatically in Customer Portfolio if the appropriate options are configured through the Customer Setup - Address and Notes window:
Chapter field
Populates automatically if the following options are enabled:
■ Use to Update Chapter for the Main address (requires defining chapters on the Set up chapters window).
■ Use Zip Table and County from Primary Zip (requires populating the Zip_Code table with zip code and chapter data).
County field
Populates automatically if the following options are enabled (or if Accumail is used to verify addresses):
■ (Accumail is not used) Use Zip Table and County from Primary Zip options (requires populating the Zip_Code table with zip code data).
OR
■ (Accumail is used) On the Customer Setup - Accumail Options window, Update County/Congressional District based on must be enabled, and the Main address (as defined on the Customer Setup - Address and Notes window) must be selected from the drop-down list.
Congress field
Populates automatically if Accumail is used to verify addresses. On the Customer Setup - Accumail Options window, Update County/Congressional District based on must be enabled, and the Main address (as defined on the Customer Setup - Address and Notes window) must be selected from the drop-down list.