Enrolling a Contact in an Event
The Event window lets you register contacts for events.
The Find Event Offerings window appears as an overlay on the Event window.
Events related to the current contact or account you have selected appear in the Event Offerings region. To search for more options, use the Find Event Offerings window. You can search by event name, event facility, event offering, or a combination of these.
2. Enter search criteria for an event.
You can only enroll a contact for a scheduled event.
The Event Offerings region displays a list of offerings matching the criteria entered in the Find Event Offerings window.
The Enrollee region displays identifying information for the selected contact.
3. To register a contact for an event, check the Enroll check box next to the event. If you are enrolling more than one contact for an event, choose the Roster button and enter each name on a separate line.
4. Check the Enroll check box next to each event name for which you want to register a contact.
If the Full check box is checked, you cannot enroll a contact, but you will be given the option of placing the contact on the wait list.
5. Choose the Apply button to save the first contact's enrollment information. You will receive a confirmation message in the Note window.
1. Place the cursor in the Contact Name field and use the list of values to select a different contact.
The contact's identifying information appears in the Enrollee region. The event offerings information remains the same as for the last contact.
2. Check the Enroll check box to register the contact for the selected event(s).