Tracking Event Attendance
This section discusses how to:
Identify attendees and guests.
Specify meetings for an attendee and review attendance status.
(Optional) Enter an attendee's address.
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Event Attendees |
EVENT_ATTENDEE |
|
Identify individuals invited or scheduled to attend an event, and specify their guest relationships, if any. |
|
Attendee Meetings |
EVENT_MEETING1_SEC |
Click the Meeting button on the Event Attendees page. |
Identify the meetings to which an attendee is invited and the status of his or her attendance. |
|
Event Attendee Address |
EVENT_ATND_ADDR |
|
Enter and track attendee addresses for an event. |
Access the Event Attendees page ().
Field or Control |
Description |
|---|---|
Attendee |
The number of this individual on the list of attendees for this event. For example, attendee 00015 is the 15th attendee on the list of attendees in the system for this event. Note: If you are entering an attendee for the first time, the Attendee field is all zeros. Do not override this value. After you enter data and save the page, the system assigns and displays the next sequential attendee number. |
Meeting |
Click to access the Attendee Meetings page, where you can identify the meetings to which the attendee is invited. |
ID |
The attendee's ID, if he or she exists in your database. |
Name |
When you select the attendee's ID, the system automatically displays the individual's name here. If the attendee does not exist in your database, you must enter the attendee's name here. |
External Organization ID |
The organization's ID, if the attendee is from an organization in your database. |
Name |
When you select the organization's ID, the system automatically displays the organization's name here. If the organization does not exist in your database, you must enter the organization's name here. |
Guest of Attendee |
The attendee number of the individual whose guest this individual is. An attendee can have multiple guests. Note: You must first create guests as new entries on the list of attendees. You can then select them from that list and associate them as guests of the attendee described on this page. |
Guest Relationship |
The relationship between the host attendee and the guest attendee. If a guest is identified, the guest relationship is required. If you do not know the relationship, select Unknown. When you save the page, the system lists all guests of the host attendee at the bottom of this page. Values for this field are delivered with the system. You can modify these. |
Relationships |
Click this link to access the Relationships search box page, where you can create or review a relationship between two individuals in your database. Guest Relationship values are independent of the relationships that you set up on the Relationships page. Guest relationship is a quick method of identifying the association between two attendees specifically for an event. |
Access the Attendee Meetings page (click the Meeting button on the Event Attendees page).
Meetings
Field or Control |
Description |
|---|---|
Event Meeting |
The number of the meeting to which you want to invite the attendee. When you select the meeting, the system automatically displays the description, date, and start and end times for that meeting from the Meeting pages. |
Status |
The status of the individual's attendance for this meeting. Status values are Attended, Invited, Not Attend, and Will Attend. Values for this field are delivered with the system. Do not modify these values in any way. Any modifications to these values could require substantial programming effort. |
Access the Event Attendee Address page ().
Phone/Address Information
Field or Control |
Description |
|---|---|
Phone Type |
The phone number to use for contacting this attendee. If the attendee has an ID in your database, the system displays the Home phone type and home phone number associated with the home address specified on the Installation Table - SA Options page. You can select a different phone type. If the attendee does not have an ID in your database, enter the phone number manually. |
Address Type |
The address to use for contacting this attendee. If the attendee has an ID in your database, the system displays the Home address type and home address data specified on the Installation Table - SA Options page. You can select a different address type. If the attendee does not have an ID in your database, enter the address manually. |
Attendee's Phones |
Click to access the Phone Number page, where you can add or edit the phone numbers for this attendee. |
Attendee's Addresses |
Click to access the Addresses page, where you can add or edit the address data for this attendee. |