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Capturing extra information within a conference registration
If you wish to capture data for payment groups outside the standard contact details that appear on the 'Registrations tab e.g. Dietry requirements, then this can be achieved by creating a group-note for your payment group. A group-note can be added to a payment group as follows:
- Select the 'Delegates' tab in the payment group.
- Select the task titled: 'Change the structure of group notes stored for group name'
- You should see an option titled 'Add another field to the group name group.' Select this task and a pop-up window with the group-note field properties should be displayed.
- Select the type of field you wish to store from the following options:
- Registration - applies to the whole registration so is filled in once.
- Delegate - applies to each delegate on the registration so this data is captured for each delegate.
- User - this data will be captured for each delegate and applied against their user record. This means the data can be potentially accessedoutside of this payment group.
- Return to the payment group 'Settings' tab and select the 'Registrations' tab.
- You should see your group note and be able to select if the field is mandatory or optional.
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