When adding guests through online registration, you can choose to create relationships between the registrant, registrant's organization and the guest as well create relationships between guests if more than one guest is added to an order. To manage guest relationships:
- Click the Define Registration Defaults link from the Main Menu. The Define Registration Defaults window opens.
- Select the Setup Defaults tab.
- Expand the Manage Relationship(s) section.
- To manage the relationship between the guest and registrant and/or registrant's organization, select the relationship to create from the Relationships for Guests drop-down:
- Create Account to Contact and Contact to Contact - Creates a relationship between the guest and the guest's company if Company is included in the Guest account fields and Add both Organization and Individual Account is enabled for Registration Logon/Sign In AND creates a relationship between the guest and the registrant.
- Create only Account to Contact - Creates a relationship between the guest and the guest's company if Company is included in the Guest account fields and Add both Organization and Individual Account is enabled for Registration Logon/Sign In.
- Create only Contact to Contact - Creates a relationship between the registrant and the guest.
- Do not create any relationship - Creates no relationship between the registrant and the guest.
- Select the relationship type to use between the guest and the registrant from the Relationship used when adding Guests drop-down.
- Select the relationship type(s) from the Relationships searched when adding Guests drop-down to include in search results when selecting guests to add in online registration. Only accounts with the selected relationship types are available for selection. The accounts may be related to either the order account or order contact.
- Click OK.
Comments
0 comments
Please sign in to leave a comment.