The Attendee module level is accessed by opening the Event module, selecting the “Attendee Roster” page for a desired event and then drilling down (double-clicking) into an Attendee record.

Attendee “List View”

A scrollable table that contains all Attendee records for an Event. The Attendee “List View” has four default columns: “Name,” “Title,” “Member” and “Text.” The table is completely configurable. Read more about customizing this table in “Working within a module.”

Attendee “Detail View”

The Attendee “Detail View” displays information for the Attendee selected from the Attendee “List View.” The Attendee “Detail View” has seven pages: “Basic Info,” “Attributes,” “Home Address,” “Communication Info,” “Groups,” “Online,” and “Attendee Items.”

“Basic Info” page

The “Basic Info” page of the Attendee “Detail View” contains the same information that is contained on the Rep “Detail View”: “Basic Info” page. The information however is specific to an Attendee of a selected Event.

“Attributes” page

The “Attributes” page of the Attendee “Detail View” contains the same information that is contained on the Rep “Detail View”: “Attributes” page. The information however is specific to an Attendee of a selected Event.

“Home Address” page

The “Home Address” page of the Attendee “Detail View” contains the same information that is contained on the Rep “Detail View”: “Home Address” page. The information however is specific to an Attendee of a selected Event.

“Communication Info” page

The “Communication Info” page of the Attendee “Detail View” contains the same information that is contained on the Rep “Detail View”: “Communication Info” page. The information however is specific to an Attendee of a selected Event.

“Groups” page

The “Groups” page of the Attendee “Detail View” contains the same information that is contained on the Rep “Detail View”: “Groups” page. The information however is specific to an Attendee of a selected Event.

“Online” page

The “Online” page of the Attendee “Detail View” contains the same information that is contained on the Rep “Detail View”: “Online” page and allows a user to specify if the rep attending an Event will be able to update their information online and if they will be included in the online directory.

“Attendee Items” page

The “Attendee Items” page contains fields where additional information specific to an attendee and event may be stored. Table number, ticket number, etc. may be stored in the “Text” textbox. The “Notes” textbox may be used to store special requests or other information. The field titles can be customized by updating the user-defined participant items textboxes in the Basic Info 2 page of an Event Detail View.

Output menu

Choosing this menu item provides access to different Attendee related reports. There are six output categories to choose from: “Event Attendee Roster,” “Mailing Labels,” “Postcards,” “Nametags,” “Automation” and “Other.”

“Event Attendee(s) Roster”

Choosing this menu item displays the “Print Attendee Roster” dialog box, which has four tabbed pages: “Data Components,” “Member Filters,” “Rep Filters” and “Order.” Use the “Data Components” to choose what data items will print on the report. Use the Member and Rep filter pages and “Order” pages to specify which Attendees will be printed and in what order they will print. For more information regarding saving custom reports and other output information, see “Creating Output.

“Mailing Labels”

Choosing this menu item displays the “Print Event Mailing Labels” dialog box, which has four tabbed pages: “Mailing Labels,” “Member Filters,” “Rep Filters” and “Order.” On the “Mailing Labels page, choose the size and style of the labels you want to print. Use the “Member Filters” page, “Rep Filters” page and the “Order” page to specify which Attendees’ labels will be printed and in what order they will print. For more information, see “Creating Output.”

“Postcards”

Choosing this menu item displays the “Print Rep Postcards” dialog box, which has four tabbed pages: “Postcards,” “Member Filters,” “Rep Filters” and “Order.” On the “Postcards” page, choose the style of postcards you want to print. Use the “Member Filters” page, “Rep Filters” page and the “Order” page to specify which Attendees’ postcards will be printed and in what order they will print. For more information, see “Creating Output.”

Printing postcards prints the Attendees‘ addresses on postcards. Based on the style you choose, you can have the return address print also.

“Nametags”

Choosing this menu item displays the “Print Rep Nametags” dialog box, which has four tabbed pages: “Nametags,” “Member Filters,” “Rep Filters” and “Order.” On the “Nametags” page, choose the size and style of the nametags you want to print. Use the “Member Filters” page, “Rep Filters” page and the “Orderpage to specify which Attendees’ nametags will print and in what order they will print. For more information, see “Creating Output.”

“Export files”

Choosing this menu item displays the “Export Rep File” dialog box, which has four tabbed pages: “Data Items,” “Member Filters,” “Rep Filters” and “Order.” Use the Data Items page to choose what data items will print on the report. Use the “Member Filters” page, “Rep Filters” page and the “Order” page to specify which Attendees’ information will be exported and in what order. For more information, see “Creating Output.”

“Automation”

Choosing this menu item displays the Automation Menu. Choose the automation procedure you want to use. Automation offers export options using MS Word, MS Outlook, MS Excel and WinFax Pro. For more information, see “Automation.”

“Other”

Choosing this menu item displays a selection dialog box from which you can choose any other outputs that are implemented as “installed options.”