Open topic with navigation

COE-Group Event Registration

Modules>CRM>Find, Query, or Add Organization>Organization Profile

When you choose the invoice icon on the Organization Profile, the Centralized Order Entry | Order form opens. The COE form allows you to order several items or register for several events using one invoice.

To use COE to register a group for an Event, complete the following steps:

1. Go to Modules>CRM>Find, Query, or Add Organization>Organization Profile.
2. Click the invoice icon. The Centralized Order Entry|Order window opens.
3. Fill in the Bill To information as described in the table below.

   Field	Required	Description
   Bill To	Optional	Click this drop-down list to see the full billing address of the organization
   contact	Optional	This is the name of the contact person form the organization profile
   address	Optional	Click the drop-down list to select an address. Click the edit button to open the Organization Address window. Click the add button to open the Organization Address window.
   comm pref	Optional	Click the drop-down list to select a communication preference.

4. Fill in the Ship To information as described in the table below.

   Field	Required	Description
   Ship To	Optional	Click this drop-down list to see the full shipping address of the organization
   address	Optional	Click the drop-down list to select an address. Click the edit button to open the Organization Address window. Click the add button to open the Organization Address window.
   comm pref	Optional	Click the drop-down list to select a communication preference.
   source code	Optional	a code that represents where or how you initiated the relationship with that Individual
   media code	Optional	a code used to track how something (usually an invoice or payment) arrives at or is received by the Association

5. In the Actions section, click the Select Product drop-down list to see a list of actions you can perform on this form.
6. Select the event group reg icon . The Centralized Order - Group Registrant form opens.
7. Fill in the Registrant Information section as described in the table below.

   Fields	Required	Description
   event	Required	Select an event from the drop-down list.
   start date	Optional	this date populates automatically from the event information
   end date	Optional	this date populates automatically from the event information
   name	Optional	Enter the name of the organization.
   group	Optional	Select a group from the drop down list.
   source code	Optional	Click the look up icon for a list of source codes.
   email	Optional	Select an email address from the drop- down list. This field defaults from the organization information
   phone	Optional	Select an email address from the drop- down list. This field defaults from the organization information
   fax	Optional	Select an email address from the drop- down list. This field defaults from the organization information
   reg type	Required	Select a registration type from the drop-down list.
   reg date	Optional	The registration date defaults to today's date. Click in the field or on the calendar icon to change the date.

8. The Registrants Section of the form lists registrants and guests. Click the delete button to delete the Registrant and any associated guests. Click the edit button to open the Edit Registration window. The Edit Registration window presents all the fields you have edited so far in the wizard in one window for editing. Make your changes and click OK.

9. Click the Add a Registrant button to go through the steps to add an individual registrant and a guest. At least one registrant is required. The Centralized Order Entry - Group Registrant | Registrant Info page opens.
10. Fill in the Registrant Info information as described in the table below.

    Field	Required	Description
    individual's name	Required	Start typing the individual's name, last name first to have netFORUM look it up for you. Or click the look up icon.
    organization	Optional	Click the drop-down list to choose a related organization.
    address	Required	This information defaults from the Individual's profile.
    phone	Optional	This information defaults from the Individual's profile.
    email	Optional	This information defaults from the Individual's profile.
    url	Optional	This information defaults from the Individual's profile.
    comm method	Optional	This information defaults from the Individual's profile.
    source code	Optional	Click the look up icon for a list of source codes.

11. Fill in the Badge information as described in the table below.

    Field	Required	Description
    badge name	Optional	netFORUM enters the registrant's first name automatically.
    badge org name	Optional	Enter the organization name.
    title	Optional	Enter the registrant's title.
    city	Optional	netFORUM enters the registrant's city automatically.
    state	Optional	netFORUM enters the registrant's state automatically.
    country	Optional	netFORUM enters the registrant's country automatically.
    registrant type	Optional	Note: selecting a registrant type could alter what Event Fees, Tracks, and Sessions will display due to specific Price Attributes
    reg date	Required	netFORUM enters today's date as the default.

12. Click the Next button. The Centralized Order Entry - Group Registrant | Fee Info | Select Fees window opens .
    1. Click the check box beside each Event you would like to register the group for.
    2. Click the total button to see the total price for all the events you chose.
    3. Click the Back button to return to the Centralized Order Entry - Group Registrant | Registrant Info window. Click the Next button to go to the next page in the Fee process. Click the Skip to Agenda button to skip to the Registrant's agenda.
    4. Review the Registrant Info, the fee information, and the guest information on the Centralized Order Entry - Group Registrant | Registrant Agenda window.
    5. Click the Back button to return to the Centralized Order Entry - Group Registrant | Fee Info | Select Fees window. Click the Next button to go to the Centralized Order Entry - Group Registrant | Guest Info | Guest window. Click the Return to Organization button to go back to the Centralized Order Entry | Order window.
13. Enter the Guest Registrant information as described in the table below.

    Field	Required	Description
    badge name	Required	Enter the guest's first name.
    org name	Optional	Enter the name of the organization that the guest is a part of.
    title	Optional	Enter the guest's title.
    city	Optional	Enter the guest's home city.
    country	Optional	Enter the guest's home country.
    state	Optional	Enter the guest's home state.
    guest reg type	Required	selecting a registrant type could alter what Event Fees, Tracks, and Sessions will display due to specific Price Attributes
    reg date	Required	The reg date defaults to today's date.

14. In the Event Fees, Tracks, and Sessions sections, select the activity the guest wants to register for.
15. Click the total button to see the total fee for everything you have selected.
16. Type the guest's disability or dietary requirements in the ADA & Special Dietary Needs field.
17. Click the Back button to go back to the Registrant Agenda window. Click the Save Guest button to save the guest information and return to the blank Guest Entry form. Click the Next button to go back to Centralized Order Entry - Group Registrant | Group Info window with all the Registrants listed.
18. Click the Confirm & Finish button to review your order and enter payment information, then click the Save button.