Event Sales Configuration Screen - General Tab

You use the Event Sales Configuration screen to configure system behavior for the Event Sales area of the software. Typically, this information is configured one time and rarely changed. It is important to understand the implications of changing any system configuration as changes can have substantial impact to how the system behaves in certain scenarios. If you need further clarification on how changing a particular setting may impact your system, contact your Value Success Manager or Support Services.

Click the Event Sales Configuration link from the Main Menu to access the configuration window. The window has three tabs: General, Event Opportunities, and Access Privileges. The General tab is detailed below. 

Default Contact Address Information Section

• Disable Defaulting Address Info for New Contact - If checked, the address information from the associated account does not default into the contact address field. 
• Disable Defaulting Info When Changing Company - If checked, the address information and communication codes from a company do not default into the address and communication fields for an existing contact when changing the company of that contact. 

User Defined Fields Section

• Organization Account - UDF set for all Event Sales accounts. See Configure Custom Fields/User Defined Fields (UDFs) for more information.
• Individual Account - UDF set for all Event Sales contacts. See Configure Custom Fields/User Defined Fields (UDFs) for more information.
• Fulfillment Order - UDF set for Event Sales fulfillment orders. See Configure Custom Fields/User Defined Fields (UDFs) for more information.

Auto-Numbered Opportunities Section

• Last Number Used - Contains the last Event Sales opportunity number.
• Minimum Number of Digits - Contains the minimum number of digits for the Event Sales opportunity number.