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Register a customer window - Attendee tab

From Events, select Register a customer, and select the Attendee tab

Registration

Displays the system generated event registration number; the Registration number is identical to Order number on the Overview tab.

Registrant ID

Displays the registrant's ID entered in the ID field on the Overview tab.

Member Type

Designates the attendee's customer type from the drop-down list.

Add to Master

When checked, adds the registrant to your customer database. When a record is created by selecting Add to Master, fields are populated automatically in Customer Portfolio. For details, see Fields Populated Automatically when Using Add to Master.

Prefix

Designates the attendee's prefix from the drop-down list, such as Mr., Mrs., or Dr. Prefixes are defined in the PREFIX general lookup/validation table.

First

Specifies the attendee's first name.

Middle

Specifies the attendee's middle initial.

Last

Specifies the attendee's last name.

Note: The First, Middle, and Last name fields can be scrolled to the right when entering names that are longer than the display field's length.

Suffix

Specifies the attendee's suffix from the drop-down list, such as Jr., Sr., or III. Suffixes are defined in the SUFFIX general lookup/validation table.

Informal

Specifies the attendee's informal name or nickname.

Designation

Specifies the attendee's professional designation, such as CPA or PhD. Multiple designations are separated by commas.

Title

Specifies the attendee's title, such as President or Vice President. Titles are defined in the TITLE general lookup/validation table.

Company ID

Specifies the attendee's company ID..

Company

Specifies the name of the attendee's company.

Sort

Specifies the value by which you want to sort an attendee's company record. iMIS will automatically parse out the first instance of the word "The" in the company name.

Use Company

WHen checked, includes the company name with the 'Ship to' address that is printed on reports. The Use Company option does not apply to the 'Bill to' address.

You can configure iMIS to set the Use Company option automatically. For details, see Automatic Settings for "Use Company" and "Use Title" Options.

Note: The label for the Use Company option is customizable, so your system may display another label for this option.

Use Title

When checked, the registrant's title is included with the 'Ship to' address that is printed on reports. The Use Title option does not apply to the 'Bill to' address.

Address

Specifies the attendee's mailing address.

Verify Address button

(Not shown/Displays only if licensed for Accumail) Click to verify that the address entered is a valid address.

City

Specifies the attendee's city.

St/Prov

Specifies the attendee's state or province code.

Zip

Specifies the attendee's postal code.

Country

Specifies the attendee's country.

Phone

(20 characters maximum) Specifies the attendee's phone number.

E-mail

Specifies the attendee's e-mail address.

Fax

(20 characters maximum) Specifies the attendee's fax number.

Delegate

(Optional) Specifies a delegate for the attendee. Information entered in the Delegate field is printed on badges.

Booth

(Optional) Specifies the attendee's booth location.

Toll Free

(Optional) Specifies the attendee's toll free telephone number.

In This Section

To edit a registrant's address

Information Flowdown to Open Events

Automatic Settings for “Use Company” and “Use Title” Options

Fields Populated Automatically when Using Add to Master

Changing Tax Authority after Registration

See Also

Editing Address Information


ASI logo 10.6 Production Release. Updated 1/16/2006 11:50:11 AM
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