To map user-defined fields to activity records
- From Events, select Set up module to open the Set up module window.
- Click Preferences to open the Event System Preferences window.
- Click Edit.
- Enter additional activity fields for iMIS to track. For example, to track the first user-defined registration text field, enter Order_Meet.UF_6.
- Click Save.
- From Customers, select Set up module> Activity types to open the Set up activity types window.
- Select MEETING from the Product Types list.
- Click Edit.
- Enter the field labels you want to appear in the individual activity records. The seven UF fields listed under Prompts correspond to the seven fields on the Event System Preferences window.
- UF_1-UF_3 map to Char 1-Char 3
- UF_4-UF_5 map to Number 1-Number 2
- UF_6-UF_7 map to Date 1-Date 2
- Click Save.
After an event is closed, you can view event-related activities on the Manage customers window's Activities-All tab for registrants with customer records.