Add Participant

Modules>CRM>Find, Query, or Add Individual>Individual Profile>invoice icon

-OR-

Modules>Certification>Certificant>Add Certificant

-OR-

Modules>Certification>Course>Find, List, Add, or Query Course>Course Profile>register icon

You can add participants from many places in NetForum. This topic covers adding a course participant from the following Modules with in NetForum:

  • CRM
  • Certification

To add a Participant from the CRM module, complete the following steps:

  1. Go to Modules > CRM > Find, Query, or Add Individual > Individual Profile.
  2. Click the Invoice icon. The Centralized Order Entry | Order page opens.
  3. In the Actions section, click the Select Product drop-down menu. The list of product types opens.
  4. Select certification from the product list. The Certification Program Information page opens.
  5. Select a program for the populated participant. The courses and fees available for this certification program appear in the Program Fees and Other Enrollments sections.
  6. Click the check boxes beside the Program in the Program Fees section, and the Course or Exam in the Other Enrollments Section. The fees for the course appear in the Other Fees section.
  7. Select at least one fee for the course or exam.
  8. Click OK. Your changes appear in the The Centralized Order Entry | Order page.
  9. Verify the Bill To information and Ship To information, check the Line Items for accuracy, and make sure the confirmation method is correct.
  10. Enter the payment information.
  11. Click the Save button.

To add a Participant from the Certification>Certificant group item, complete the following steps:

  1. Go to Modules > Certification > Certificant > Add Certificant. The Certificant Wizard opens.
  2. Go through all four steps of the wizard.
  3. Click the Finish button. The Individual is added as a participant and you can find him or her using List, Find or Query Participant.

To add a Participant from the Certification > Course group item, complete the following steps:

  1. Go to Modules > Certification > Course > Find, List, Add, or Query Course > Course Profile. Click the registericon. The Course Participant Wizard opens.
  2. Go through the two steps and payment page of the wizard.
  3. Click the Finish button. The Individual is added as a participant and you can find him or her using List, Find or Query Participant.