The Events task list is located on the left sidebar of your Events user interface and and launches several Events windows. Select Events from the Navigation bar.
Register a customer
Opens the Register a customer window used for entering all registration information. The Register a customer window contains tabbed sections that enable you to enter registration information and make registration selections.
The registration process automatically generates accounting, cash receipts, and receivable transactions (if needed) that are tracked and managed by the iMIS AR/Cash module as each registration is recorded. Registration is also integrated with the Fundraising module so that income from fundraising functions is assigned to the appropriate accounting funds.
Define an event
Opens the Define an event window used for defining, editing, and cloning events. You must define events before customers can register for them. The level and amount of information that you enter when defining an event depends on the nature of the event and the degree of tracking and reporting facilities you want to maintain for the event. At a minimum, you must supply the name of the event and the fees for the event and its functions (breakout sessions, social events) for which customers will register.
Generate reports
Opens the Generate reports window where you can select from a variety of standard reports including:
■ Badges and tickets
■ Confirmation letters and invoices
■ Detailed rosters and registrant reports
■ Summary status reports at the function and/or registrant class level
IQA
Opens IQA in advanced mode and enables you to run predefined Intelligent Query Architect (IQA) queries on events.
Set up tables
Select this item to open a sub-task list of the following items:
■ Registration classes - Opens the Set up registration classes window used for defining registrant classes such as member, company member, nonmember, staff, and volunteer.
■ Event resources - Opens the Set up event resources window used for defining event resources such as food and beverages, audio/visual equipment, staffing, and room requirements. The Set up event resources window also is used for recording speaker evaluations.
Set up module
Opens the Set up module window where you can define the prompts for the Event Description Fields and the Registration Fields. The Event Description Fields are used on the Event Description window and the Registration Fields are used on the Register a customer window's Other tab.
The Set up module window also provides access to the Event System Preferences window and the Events Advanced Features window.