Name Address window - "Use Company" and "Use Title"

When entering exposition registrations, iMIS automatically sets the Use Company and Use Title options on the Expo Registration - Name Address window to equal the settings on the Customer Setup - Address and Notes window for the registrant's preferred mailing address (designated on the Manage customers window).

You can override the settings on the Expo Registration - Name Address window as necessary for the registrant's 'Ship to' address (does not affect the 'Bill to' address).

Automatic Updates

The Expo Registration - Name Address window's Use Company and Use Title settings are updated automatically by changing the registrant's designated preferred mail address only if all of the following are true:

1.  Update open meetings addresses with address changes is enabled on the Customer Setup - Advanced window.

2.  The address on the Expo Registration - Name Address window is identical to the original preferred address prior to the change.

3.  The new preferred mail address's settings differ from the original.

Automatic Settings for New Records

For new records added on the Expo Registration - Name Address window during exposition registration, iMIS automatically sets the Use Company and Use Title options on the Expo Registration - Name Address window to equal the Main address field's settings on the Customer Setup - Address and Notes window.

You can override the settings on the Expo Registration - Name Address window as necessary for the new record's Ship To address (does not affect the Bill To address).

To edit a registrant's address (Expo)

1.  From Exposition, select Process booth orders to open the Process booth orders window.

2.  Open an order (see Finding Exposition Orders).

3.  Click Edit.

4.  Click Options, and select Address to open the Expo Registration - Name/Address window.

5.  Make any necessary changes.

6.  Click OK to return to the Process booth orders window.

7.  Click Save.