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Fields Populated Automatically when Using Add to Master

When a record is created in Events by selecting Add to Master on the Attendee tab, the following fields are populated automatically in Customer Portfolio if the appropriate options are configured through the Customer Setup - Address and Notes window:

Chapter field

Populates automatically if the following options are enabled:

County field

Populates automatically if the following options are enabled (or if Accumail is used to verify addresses):

OR

Congress field

Populates automatically if Accumail is used to verify addresses. On the Customer Setup - Accumail Options window, Update County/Congressional District based on must be enabled, and the Main address (as defined on the Customer Setup - Address and Notes window) must be selected from the drop-down list.

See Also

Register a customer window - Attendee tab

To edit a registrant's address

Information Flowdown to Open Events

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

Changing Tax Authority after Registration


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