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To define event functions

  1. From Events, select Define an event to open the Define an event window.
  2. Double-click an event to open it in the Define an event (detail) window.
  3. Click Insert to open the Event Function Detail window.
  4. Enter a unique Function Code using any combination of letters and/or numbers.
  5. Enter a Title (function name) of up to 60 characters. The title you enter here appears on reports that show individual products, such as confirmation letters and detailed rosters.

    Note: The function Type defaults to REG, and the Status defaults to A.

  6. In the Type field, accept the REG default, or select the lookup icon to select a value.
  7. In the Status field, accept the A default, or select the lookup icon to select a value.
  8. (Optional) Enter a numeric Sort Sequence.
  9. (Optional) Enter a Begin Date for the function.
  10. (Optional) Enter a beginning Time for the function.
  11. (Optional) Enter an End Date for the function.
  12. (Optional) Enter an ending Time for the function.
  13. (Optional) Enter a Description.
  14. (Optional) Enter a Maximum number of registrants.
  15. (Optional) Enter a Conflict Code, or if conflict codes have been defined, select the lookup icon to search for a code.

    Note: You can set up Conflict Code validation by editing the CONFLICT_CODE table (from Customers, select Set up tables > General lookup/validation, and edit or create the table named CONFLICT_CODE).

  16. (Optional) Enter the Last Ticket #. If printing tickets for the function, enter a specific start number, or accept the 0 default.
  17. Check the Fund Raising Function checkbox. The Fund Raising specific fields (Appeal, Campaign, and Fair Market Value) appear, and the Entity Code field changes to the Fund field.

    Note: The Fund field is restricted to codes that are marked "Is Fund" in iMIS setup. Entity Code can contain any Org Code defined in iMIS setup.

  18. Fill in the following fundraising information (all fields are optional):
    • Fund
    • Appeal
    • Campaign
    • Fair Market Value
  19. (Optional) Select Print Tickets if you want to generate tickets for this function.
  20. (Optional) Select Automatic Option if you want new registrants to be registered for the function automatically.
  21. (Optional) If you are licensed for e-Events and wish to see this function on the Web, enable the Show this Function on the Web option.
  22. Click Save.

See Also

Event Function Detail window


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