Events Module – Introduction
This Video shows you how to navigate the Event Module between event lists. You can refer to this article if what you wish to is create an event.
Tracking import and export list
Tracking import and export list Click the gear icon on the top right of the page to open Organization Settings dropdown. Click Import/Export History to view all the import and export history. Import History The Import History tab shows a … Read More
Finance Module – Payments
Events Module – Saved Venues, Event Tags, and Badge Design
In this video we introduce you on how to use multiple advanced features from the event module. These include: Saved Venues You can manage your preferred venues and save them, especially those you use the most often, so you can … Read More
Merging contacts and companies
Merging contacts and companies You can merge contacts to reduce any duplicate data you may have in the Contacts module. Multiple contacts and multiple companies can be merged. Make sure to check out the downloading contact and company article in … Read More
Membership Module – Members
Event Module – Creating an event
Downloading Contact and Company Information
Downloading Contact and Company Information Exporting contact and company information comes handy to exploit CRM data offline. Follow the below steps to download contact and company information: Exporting information for one or multiple contacts Go Contacts > Contacts or … Read More
Assigning staff and check-in locations
Assigning staff and check-in locations Before your event begins, you will need to determine where attendees can check in and whether you will have temporary staff members for your event. Adding and deleting temporary event staff Go to the Onsite … Read More