Registering for an Event from the CRM Overview

To register someone for an event from the CRM Overview:

1. Hover over the Modules tab in the top navigation bar. In the fly out menu, click CRM.

2. On the CRM Overview page, click the Go Shopping link.

3. On the Select Customer page, enter a Customer Name and/or click the Look-up button. When you have found the customer you want to register, click the Go to Shopping button.

4. At the top of the Shopping page, the individual's name displays (and also membership status, if the individual is a member). To search for an event, select Event from the Shop For: drop-down list and click Go. (You can also enter a Name/Keyword to narrow your search).

5. The events display with the relevant price (member or non-member). If the individual is not a member, the member price will be crossed out and unavailable. Select the event by clicking the event text itself. You may also click the View Event Details hyperlink to view more event specifics such as sessions, fees, and so forth.

6. Complete the event registration steps, beginning with selecting a registration fee, using the Event Registration Wizard.