Exhibit Planning

To add an Exhibit Show:

1. Go to the Exhibits module.
2. Mouse over the Exhibit Planning tab.
3. Click the Add Exhibit group item link.

   This will open the Add - Exhibit Show page. It is on this page where you will enter the basic information about your exhibit.

   Note: You may also select the Exhibit Shows link from the Overview Menu and then Add Exhibit in the Actions left navigation bar to open the Add - Exhibit Show page.

   The Add - Exhibit Show page has three required fields needed to create an exhibit (as noted by the bold font field names.) These fields are:

   • exhibit code
   • booth fee type
   • exhibit name.
4. Enter the exhibit code in the exhibit code field. The exhibit code is the short name or other identifier for the exhibit.
5. Select the booth fee type (e.g., booth type or square footage) from the booth type drop-down menu.
6. Enter the exhibit name in the exhibit name field. The exhibit name is the full name of the exhibit and will be seen by the users of eWeb.

   While those are the only required fields, there are several other fields available on the Add - Exhibit Show page.

7. If this exhibit is tied to a larger event (such as a tradeshow for a larger conference), select the desired event from the event name drop-down menu. Note that the event must be created and active in order to appear in this drop-down menu.

Note: The exhibit must be tied to an event in order to provide a location for the exhibit.

Add Exhibit Dates and Times:

Exhibit dates are initially taken from the Event that the exhibit is associated with in the event drop-down (if applicable.) However, you may override these dates, or select unique dates for the exhibit if desired.

1. Enter the exhibit start and enddate in the start time and end time fields.
2. Enter the exhibit start and endtimes in the start date and end date fields.
3. Enter the normal exhibit registration cut-off date in the cut-off date field.
4. Enter the exhibit pre-registration cut-off date in the pre-registration cutoff field.
5. Enter the early exhibit registration cut-off date in the early cutoff field.
6. Enter the late exhibit registration cut-off date in the late cutoff field.
7. Enter the date to post the exhibit to the eWeb site in the post to web date field.
8. Enter the date to remove the exhibit from the eWeb site in the remove from web date field.
9. Expand the time zone drop-down menu and select the time zone where the exhibit will occur.

Enter the Exhibit Show URL

If the new exhibit has a Web page you wish to promote, you can enter the exhibit URL in the exhibit url field.

Enter Priority Point Information

1. Enter the duration of priority points calculation in the priority points calculation duration field if applicable.
2. Select the Priority Point Group from the priority point group drop-down menu.

Enter the Exhibit Description

The Exhibit Description allows you to create a short description outlining the highlights of the upcoming exhibit. This description will be used on the eWeb site and in any other HTML displays for this exhibit (such as HTML email.)

The Exhibit Description field has three displays available:

• Normal - functions as any normal text editor to allow you to create and format your exhibit description. The editor will add all necessary HTML tags needed for formatting.
• HTML - allows you to create your exhibit description using HTML tags (that you enter.)
• Preview - displays your exhibit description just as it will be seen on the eWeb site or in an HTML email.

The instructions below will use the Normal view for the Exhibit Description field.

1. Enter the description for the exhibit in the Exhibit Description field. By default, the Normal view for this field is selected.

   As you enter your description, you will be able to use the various formatting options available to you in the Exhibit Description field.

2. To format the text, left click and highlight the text to be formatted.
3. Once the text is highlighted, you can apply the desired formatting to that text.

   Some of the more common formatting items are the:

   • Paragraph Style - this option allows you to choose the heading type or normal paragraph style to be used for the highlighted text.
   • Default Font - this drop-down menu allows you to choose the font for the highlighted text.
   • Size - this drop-down menu allows you to select the size of the highlighted font.

   In addition to these common text formatting options, you will notice many of the same types of formatting options you have available in common text editing applications.

4. If you wish to create a version of your Exhibit Description that does not contain HTML tags to be available for those who only view plain text documents (such as email), copy and paste the text from the HTML field (where you just entered your description) into the plain text field located below. You may need to format the text slightly by adjusting line breaks, lists, etc. However, remember, you will not have any HTML formatting available to you in the plain text field.

If you wish to view the text editor in full screen mode, click the Full Screen button located near the top-left corner of the Exhibit Description field.

If you would like to see the HTML tags associated with you Exhibit Description, or you wish to modify the HTML tags, click the HTML icon located below the HTML text field.

Saving the Exhibit

Once you have completed all of the fields needed for your new exhibit, you must save the changes to create the exhibit record in the database.

To create the exhibit record and save your entry, click the Save button located at the bottom of the Add Exhibit window.

The exhibit location is the hotel, conference center, or other location of the event where the exhibit show will be set up.

Note: When you add an exhibit, you must associate the exhibit with an event in order to be able to assign a location for the exhibit.

Viewing the Exhibit Show Location

1. Go to the Exhibit Show Profile.
2. On the Exhibit Show Profile page, mouse over the More tab (if the Location child form is not displayed.)

   This will expand a fly-out menu.

3. Click the Location option on the fly-out menu.

   This will open the Location child form.

   Click the down arrow on the Location child form.

   This will display the current location associated with the exhibit. This location is pulled in from the event that the exhibit is associated with.

Modifying the Exhibit Show Location

If you wish to change the Exhibit Show location you can do so by either selecting a location that has already been entered into NetForum, or by adding a new location.

Adding an Existing Location to the Exhibit Show

You may wish to have multiple locations for the Exhibit Show. To add additional locations to the Exhibit Show Profile, complete the following steps:

1. On the location child form, click add icon.

   This will launch the Add Location pop-up window.

2. Expand the Location drop-down menu.

   This menu contains all of the locations currently available within .

3. Select the location you wish to add from the location drop-down menu.
4. If this will be the primary location for this exhibit, click the primary? checkbox.
5. Click the Save button.

   The Location child form will update and the newly selected location will now be added to the list of existing locations (if applicable).

Adding a New Exhibit Show Location

If the location you wish to add to the Exhibit Show is not present in the location drop-down menu, you have the option to add a new location from the Add - Events Location pop-up window.

To add a new location, complete the following steps:

1. On the location child form, click add icon.

   This will launch the Add Location pop-up window.

2. Next to the location drop-down list, click add icon.

   The Add Location pop-up window displays.

3. The location must already exist in the organization database. Enter the first few letters of the organization (hotel, conference center, etc.) and click the lookup button to enter the name of the location in the location field.
4. Enter a location code.
5. Select a location type. (If the location does not exist in the drop-down list, click add.)
6. Select an address. (Click add to add a new address.)
7. Select a phone number. (Click add to add a new phone number.)
8. Select a fax number. (Click add to add a new fax number.)
9. Select a URL. (Click add to add a new URL.)
10. Select an e-mail address. (Click add to add a new e-mail address.)
11. Enter a location description. Enter (copy and paste) the same description into the HTML location description text box.
12. Click the Save button.

    This will take you back to the Add - Events Location pop-up window where your newly added location will be visible in the location drop-down menu.

13. Click the Save button to add this new location to your Exhibit Show.

Deleting Locations from an Exhibit Show

To delete locations from your Exhibit Show, complete the following steps:

1. Locate the location you wish to delete in the Location child form.
2. Click the delete icon next to the location you wish to delete from your Exhibit Show.

   You will get a confirmation pop-up window asking if you are sure you want to delete the location.

3. Click the OK button.

   The Location child form will refresh and the deleted location will no longer be associated with your Exhibit Show.

Edit Locations

To edit locations associated to your Exhibit Show, complete the following steps:

1. Locate the location you wish to edit in the Location child form.
2. Click the edit icon next to the location you wish to edit.

   This will launch the Edit - Events Location pop-up window.

3. Click the edit icon next to the location drop-down menu.

   This will open the Edit - Location pop-up window.

4. Use the appropriate edit icon to make the changes you desire to this location.
5. Click the Save button on the Edit - Location pop-up window.
6. Click the Save button on the Edit - Events Location pop-up window.

   Your changes are now saved and associated to your Exhibit Show.

Booth Setup

Booth Complement Fees

Booth Cancellation Fees

Booth Personnel Fees

Once you have added your exhibit and set-up your booths, you may begin adding your exhibitors and assigning booths on the associated tabs and child forms from the Exhibit Show Profile.

Add an Exhibitor from the Exhibit Show Profile

1. Go to the Exhibit Show Profile.

   You can get to the Exhibit Show Profile by clicking the Save button after setting up your exhibit, or by selecting the exhibit from a list page (such as after searching for the exhibit or listing all available exhibits.)

2. On the Exhibit Show Profile page click the Add Exhibitor/Share a Booth icon located on the Action Bar.

   The Add Exhibitor pop-up window will display.

3. Enter the first few letters of the exhibitor's name and click the lookup icon.

   A list of exhibitors matching the criteria you entered (first few letters of the exhibitor name) will display.

4. Click the name of the exhibitor you wish to add from the list of results returned to you.

   Note: You must make sure the Exhibitor has been added before you can add them to your Exhibit Show.View the topic on Adding an Exhibitor for more information.

Exhibitor Booth Assignment

Once an exhibitor has been added to your exhibit, you must assign them to a booth.

To assign a booth to an exhibitor, complete the following steps:

1. From the Exhibit Show Profile page, mouse over the More tab located toward the bottom of the page.

   This will open the child form fly-out menu that shows the other child form choices available to you.

2. Click the Exhibitors link.

   This will display the Exhibitors tab and the associated child forms.

3. Click the down arrow next to the exhibitors child form to expand the list of exhibitors that have been added to the exhibit thus far.

   This will expand the list of exhibitors currentlly added to the exhibit show.

   If no exhibitors are listed, visit the Adding an Exhibitor from the Exhibit Show Profile section of this page to add exhibitors to this exhibit show.

4. Locate the exhibitor you wish to assign a booth to, and click on the edit arrow next to that exhibitor's name.

   This will take you to that exhibitor's profile page for the current exhibit.

5. Click the exhibitor management icon.

   This will open the Exhibit and Order Information pop-up window for the chosen exhibitor. This window allows you to set several attributes regarding the exhibitor's booth assignment.

6. Click the booths icon, located in the Product Selection bar of the Exhibit and Order Information pop-up window.

   This will launch the Add Exhibitor Booths/Add Booths pop-up window.

7. Enter the search criteria for the booth you wish to assign this exhibitor to.There are three search criteria fields to choose from:
   • booth type - drop-down contains a list of booths that were added to the exhibit.
   • booth category - contains a list of booth categories that were added to the exhibit.
   • booth product - is a keyword search field for booth product names (for example, if a booth is named "deluxe", entering deluxe will return a list of all booths with the word "deluxe" in the name.)
8. After selecting / entering your search criteria, click the Search button.
9. From the list of search results, click on the name of the booth you wish to assign to this exhibitor.
10. Apply priority points in the priority points field if applicable.
11. Enter the number of booth personnel to be assigned to this booth in the # of comp booth personnel field.
12. If this booth is to be shared with another exhibitor, click the share? checkbox.
13. Select the booth number to assign to this booth from the booth number drop-down menu.
14. If you need/wish to add another booth to this same exhibitor, click the Save & Add Another Booth button. If this is the only booth you need to assign to this exhibitor, click the Save & Finish button.

    Once the booth is saved, you will see the booth listed on the Exhibit and Order Information pop-up window.

15. Select the batch to use for payment processing from the batch drop-down menu.
16. Enter a purchase order number (if applicable) in the po number field.
17. Select the payment type from the type drop-down menu.
18. The transaction date field will be prepopulated with the date associated from the batch. You may edit this if necessary.
19. Select the payment method from the payment method drop-down menu.
20. The payment amount field will auto-populate with the total cost of the booth, however you can modify this to reflect a partial payment if needed.
21. Click the Save button.

    The Exhibit Show Profile page will refresh and show the newly added booth for the chosen exhibitor.

Finding an Exhibit Show that has been entered into the database is easily accomplished. The Find function is universal throughout and detailed on the Find topic.

Finding Associations within the Exhibits module follows the same format and function. You may search by the following:

• Exhibit Code
• Exhibit Name

The Advanced View checkbox allows you to conduct boolean searches to broaden and narrow your search as needed. If you are uncertain with what you are looking for, use the NetForum wildcard character, the percent sign (%) to help you with your search.

Navigating to the Exhibit Show Profile

The Exhibit Show Profile is displayed once you have entered a new Exhibit Show into the NetForum application. If you want to navigate to and view a specific profile page:

• Click on the Exhibit module from the Module Menu drop-down.

• On the Group Item menu, click Exhibit Planning. You can then choose to List Exhibits or to Find Exhibit items.

Depending upon which Exhibit Show you choose, its Exhibit Show Profile will display.

Exhibit Show Profile

Adding an Exhibit Show creates the Exhibit Show Profile. The Exhibit Show Profile page shows the name of the event host, name and description of the exhibit show, exhibit dates and times, and registration cut-off dates.

Exhibit Planning Profile Actions Bar

The Actions Bar (formerly known as the Customer Service Panel) includes icons that allow you to quickly and easily:

• Add an exhibitor using the Add Exhibitor Wizard.
• Generate booth numbers using the add booth numbers icon.
• Add an Exhibit Sponsor
• Add an exhibitor that is sharing a booth using the add exhibitor/shared booth icon.

Adding a Square Footage Booth

Adding a square footage booth creates a booth type that is identified by its size in square footage.

You can add a square footage booth based on booth types already created on the Exhibit Show Profile, square footage booths child form under the Booth Setup tab.

To set up a square footage booth:

1. Go to the Exhibit Show Profile.
2. On the Exhibit Show Profile page, click the Booth Setup tab, if it is not already selected.
3. On the square footage booths child form, click the Add icon. The Add - Exhibit Show Booth window displays.
4. Enter a booth type. Note: If you have not already defined and added your booths for this Exhibit in booth set-up you cannot add square footage booths here.
5. When you select a booth type, the square footage for it will automatically be calculated for you.
6. Click Save.

Setting Up Booth Numbers

Booth Numbers allow you to track unassigned booths and booths assigned to exhibitors. You can set up Booth Numbers automatically, with or without a user-defined prefix. You can add booth numbers from the Exhibit Show Profile, booth numbers child form.

Example: If your booth numbers range from 100 to 600, you would enter 100 as the starting number, increment by 1, and enter a quantity of 500.

To Set Up Booth Numbers:

1. Go to the Exhibit Show Profile.

2. Click the add booth numbers icon. The Booth Numbers window displays.

3. Enter the number of booths you want to add.

4. Enter a starting number. (The default is the highest booth number already in existence for this exhibit, plus one.)

5. You can add a prefix or suffix to the booth number, if desired.

6. Enter the number to increment by (the default is 1).

7. Click generate to generate the booth numbers.

8. Click Save.

Booth Assignments Tab

Booth Assignments : Enables you to view assigned booths (exhibitor name, booth type, booth category, assigned booth number, priority points), unassigned booths (exhibitor name, booth type, booth category, priority points), shared booths (exhibitor name, booth type, booth category, assigned booth number), booth wait list (exhibitor name, booth type, booth number), booth numbers (available booth numbers).

Viewing a List of Assigned Booths

You can view a list of assigned booths from the Exhibit Show Profile page, assigned booths child form.

To view the list of assigned booths:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Booth Assignments tab.

3. The booths that are assigned to an individual or company show on the assigned booths child form.

Viewing a List of Unassigned Booths

You can view a list of unassigned booths from the Exhibit Show Profile page, unassigned booths child form.

To view the list of unassigned booths:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Booth Assignments tab.

3. The booths that are unassigned show on the unassigned booths child form.

Viewing a List of Shared Booths

You can view a list of shared booths from the Exhibit Show Profile page, shared booths child form.

To view the list of shared booths:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Booth Assignments tab.

3. The booths that are shared show on the shared booths child form.

Viewing the Booth Wait List

You can view a booth wait list from the Exhibit Show Profile page.

To view a list of exhibitors on a wait list for a booth:

1. Go to the Exhibit Show Profile.

2. Click the Booth Assignments child form tab.

3. A list of exhibitors waiting for a booth shows on the wait list child form

Viewing a List of Booth Numbers

You can view a list of booth numbers from the Exhibit Show Profile page, booth numbers child form.

To view the list of booth numbers:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Booth Assignments tab.

3. The available booth numbers show on the booth numbers child form.

Exhibitors Tab

Exhibitors : Gives you the ability to add exhibitors (name, primary contact, confirmed date, invoice code, order code), canceled exhibitors (name, primary contact, cancellation date, wait list). You may also view canceled exhibitors.

Viewing a List of Exhibitors

You can view a list of the exhibitors who have been assigned to the exhibit show from the Exhibit Show Profile page, exhibitors child form.

To view a list of exhibitors:

1. Go to the Exhibit Show Profile.
2. On the Exhibit Show Profile page, click the Exhibitors tab.
3. The exhibitors are listed on the exhibitors child form.

Viewing a List of Canceled Exhibitors

You can view a list of the exhibitors who have canceled from the Exhibit Show Profile page, canceled exhibitors child form.

To view a list of canceled exhibitors:

1. Go to the Exhibit Show Profile.
2. On the Exhibit Show Profile page, click the Exhibitors child form tab.
3. The canceled exhibitors are listed on the canceled exhibitors child form.

Sponsorship Tab

Sponsorship : (Add) exhibit sponsors and sponsor fees.

Adding and Viewing a List of Exhibit Sponsors

The exhibit sponsors child form enables you to view a list of exhibit sponsors. You must add sponsors before you are able to use this child form to view them.

An exhibit sponsor is an organization or individual who agrees to pay a fee to sponsor an exhibit in return for advertising. You can add exhibit sponsors from the Exhibit Show Profile page.

To add a sponsor:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Sponsorship tab.

3. Add an Exhibit Sponsor Fee-See Below.

4. On the exhibit sponsor child form, click add. The exhibit sponsor page displays.

5. To enter the sponsor's name, enter the first few letters of the sponsor's name and click the lookup button.

6. Select a sponsor type.

7. Enter contact information: address, phone, fax, e-mail, URL, and any additional notes.

8. Enter sponsor information as it should appear in the exhibit directory.

9. Enter a contract received date.

10. Select a contract status.

11. The sponsor fee automatically populates.

12. To send a fax confirmation, select the send fax confirmation check box, or to send an e-mail confirmation, select the send e-mail confirmation check box.

13. Select an invoice batch.

14. Select an invoice type.

15. Enter the purchase order number.

16. Select the invoice terms.

17. Click Save.

Viewing a List of Canceled Sponsors

You can view a list of the exhibitors who have canceled from the Exhibit Show Profile page, canceled exhibitors child form.

To view a list of canceled exhibitors:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Exhibitors child form tab.

3. The canceled exhibitors are listed on the canceled exhibitors child form.

Adding an Exhibit Sponsor Fee

Adding an exhibit sponsor fee creates a product code and price and sets up the G/L Accounts for the exhibit sponsor fee. You can add an exhibit sponsor fee from the Exhibit Show Profile page.

To add an exhibit sponsor fee:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Sponsorship tab.

3. On the exhibit sponsor fee child form, click add. The exhibit sponsor fee page displays.

4. Enter an exhibit sponsor fee product code

5. Enter an exhibit sponsor fee name.

6. Enter a fee description.

7. Enter a price.

8. Select a sponsorship type.

9. Enter start and end dates for the fee.

To set up G/L Account information:

1. Select a business unit.

2. Select an a/r account.

3. Select a revenue account.

4. To split the revenue with another account, select the split revenue check box.

5. Select a liability account.

6. Select a return account.

7. Select a write off account.

To set up product price attributes:

1. For a member rate, select a member type from the member drop-down list.

2. For a customer rate, select a customer type from the customer drop-down list.

3. For a sponsor rate based on source code, select the code from the source code drop-down list.

4. To use a default rate, select the default rate check box.

5. Click Save.

Location Tab

(Add) exhibit location (location and primary contact person)

Adding an Exhibit Location

The exhibit location is the hotel, conference center, or other location of the event where the exhibit show will be set up.

Note: When you add an exhibit, you must associate the exhibit with an event for the location to show on the location child form.

To add an exhibit show location:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile, click the Location child form tab.

3. On the location child form, click add. The Add Location window displays.

If the location exists in the location drop-down list, to add a location:

1. Select the location from the drop-down list.

2. If this is the primary location for the exhibit, select the primary check box.

3. Click Save.

To add a new location:

1. On the location drop-down list, click add. The Add Location page displays.

2. The location must already exist in the organization database. Enter the first few letters of the organization (hotel, conference center, etc.) and click the lookup button to enter the name of the location in the location field.

3. Enter a location code.

4. Select a location type. (If the location does not exist in the drop-down list, click add.)

5. Select an address. (Click add to add a new address.)

6. Select a phone number. (Click add to add a new phone number.)

7. Select a fax number. (Click add to add a new fax number.)

8. Select a URL. (Click add to add a new URL.)

9. Select an e-mail address. (Click add to add a new e-mail address.)

10. Enter a location description. Enter (copy and paste) the same description into the HTML location description text box.

11. Click Save.

Adding an Exhibit Room

You can add exhibit room information from the Exhibit Show Profile page.

To add an exhibit room:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Location tab.

3. On the location child form, click the folder icon next to the exhibit location.

4. On the rooms grandchild form, click the add room link. The Add Event Location Room window displays.

5. Enter a room name.

6. Select a room type.

7. Enter the room capacity.

8. Enter the room rate.

9. Enter a room description.

10. Click Save.

Viewing Exhibit Room Information

You can view exhibit room information from the Exhibit Show Profile page.

To view exhibit room information:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Location tab.

3. On the location child form, click the folder icon next to the exhibit location. A list of rooms displays with details such as the room capacity and room rate.

4. To go to an individual room record, click the  arrow next to the room.

Priority Points Tab

(Add) priority points (priority point type and associated number of points)

Adding Priority Points by Type for an Exhibit

Priority Points are incentive points that may be awarded to an exhibitor for participation in an exhibit show.

The NetForum two baseline Priority Point Types include:

• Purchased a Booth - Priority points are awarded when an exhibitor purchases a booth
• Registered for Exhibit Show - Priority points are awarded after an exhibitor registers for an exhibit show.

You can add a new priority point type from the Exhibit Setup page.

To add priority points:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Priority Points tab.

3. On the priority points child form, click add. The Add Priority Point window displays.

4. Select a priority point type.

5. Enter the number of priority points for this priority point type.

6. Click Save.

Adding Booth Priority Points

You can also add booth priority points from the Exhibit Show Profile page that will specify how many priority points each booth is worth.

To add priority points: for an individual booth:

1. Go to the Exhibit Show Profile.

2. Click the Booth Setup tab, if it is not already selected.

3. On the booth setup child form, click the edit icon next to the appropriate booth. The Edit Product - Exhibit Booth Price window displays.

4. Enter the number of priority points in the priority points field.

5. Click Save.

Note: You can view the priority points from the Exhibitor Profile, priority points child form

Installment Milestones Tab

(Add) exhibit installment milestones (milestone, percentage complete, schedule date)

Adding Exhibit Milestones

Adding a Shared Booth

A booth may be shared by more than one exhibitor.

To add a shared booth from the Exhibit Show Profile:

1. Go to the Exhibit Show Profile.

The Add - Exhibitor window displays.

3. Enter the first few letters of the exhibitor's name and click the lookup button. The basic information for the exhibitor automatically populates.

4. Click the share booth icon. The Add Shared Booth window displays.

5. Select a booth.

6. Enter requested information.

7. Click Save & Finish.

Adding a Booth Number Preference

Booth preference is a request for a specific booth. The opportunity to choose a booth may be based on number of priority points earned.

To add a booth number preference from the Exhibit Show Profile:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Add Exhibitor icon.The Add - Exhibitor window displays.

3. Enter the first few letters of the exhibitor's name and click the Look Up Button . The basic information for the exhibitor automatically populates.

4. Click the booth preference icon. The add booth number window displays.

5. Select a booth number.

6. Click Save.

Adding Booth Personnel

Booth personnel are the people who work in the booths at an exhibit show.

To add booth personnel from the Exhibit Show Profile:

1. Go to the Exhibit Show Profile.

2. On the Exhibit Show Profile page, click the Add Exhibitor icon.The Add Exhibitor window displays.

3. Enter the first few letters of the exhibitor's name and click the lookup button. The basic information for the exhibitor automatically populates.

4. Click the booth personnel icon. The Add Exhibitor Booth Personnel page displays showing the name of the exhibit, the name of the event, and the name of the exhibitor.

5. Select the name of the booth personnel using the name lookup button.

6. Select the address, phone number, fax, and URL.

7. Click Save.

Adding Complementary Registrations

You can add complementary registrations from the Exhibit Show Profile page.

To Add a Complementary Registration:

1. Go to the Exhibit Show Profile.

2. Click the Booth Setup tab, if it is not already selected.

3. On the booth setup child form, click the edit icon next to the appropriate booth. The Edit Product - Exhibit Booth Price window displays.

4. Enter the number of complementary registrations in the complementary registrations field.

5. Click Save.

Deleting an Exhibit Pro Forma Invoice

After deleting an Exhibit Proforma Invoice, exhibitor, sponsorship, additional products, and booth personnel data will be deleted based on what is on the proforma being deleted.

For the steps to delete the proforma invoice, see Deleting a Pro Forma Invoice