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Showing articles from contact tag

Enroll a Contact from the Contact's Profile

IMPORTANT! In your Continuing Education General Settings , the Enroll Attendees to All Relevant Certifications option is enabled by default; this setting will automatically enroll anyone who registers for an event with a certification component attached into the appropriate certification program. The majority of …

Associate Form/Survey Responses to Contacts

You can associate a form response to a contact in your database, by clicking into the IP Address listed in the  From  column.  NOTE:  You must have included: Form: First Name , Form: Last Name , and  Form: Organization OR  Form: Email Address in your survey to be provided with sufficient information to match the …

Matching Registrants to Contacts

There is a column called Match  that  may  contain an icon for some registrants. If there is  NOT  an icon, it means the system recognizes both the Individual and the Organization as existing contacts. If there  IS  an icon, it means something about the registration doesn't match the data in the system. Click…

Add a Membership to a Contact

While most of your prospective members may apply on-line, you can also add memberships to your contacts directly in the database. When adding memberships to organizations, those memberships will automatically be inherited by the individuals associated to that organization. The steps below may be followed whether yo…

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