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Showing articles from contact tag

Enroll a Contact from the Contact's Profile

## **IMPORTANT!** In your [Continuing Education General Settings][1], the **Enroll Attendees to All Relevant Certifications** option is enabled by default; this setting will automatically enroll anyone who registers for an event with a certification component attached into the appropriate certification program. The m…

Associate Form/Survey Responses to Contacts

You can associate a form response to a contact in your database, by clicking into the IP Address listed in the **From** column. **NOTE:** You must have included: **Form: First Name**, **Form: Last Name**, and **Form: Organization** OR **Form: Email Address** in your survey to be provided with sufficient information to…

Matching Registrants to Contacts

There is a column called **Match **that _may_ contain an icon for some registrants. If there is **NOT** an icon, it means the system recognizes both the Individual and the Organization as existing contacts. If there **IS** an icon, it means something about the registration doesn't match the data in the system. Clicki…

Add a Membership to a Contact

* * * While most of your prospective members may apply on-line, you can also add memberships to your contacts directly in the database. When adding memberships to organizations, those memberships will automatically be inherited by the individuals associated to that organization. The steps below may be followed whethe…

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