Name Address window - "Use Company" and "Use Title"
When entering exposition registrations, iMIS automatically sets the Use Company and Use Title options on the Expo Registration - Name Address window to equal the settings on the Customer Setup - Address and Notes window for the registrant's preferred mailing address (designated on the Manage customers window).
You can override the settings on the Expo Registration - Name Address window as necessary for the registrant's 'Ship to' address (does not affect the 'Bill to' address).
Automatic Updates
The Expo Registration - Name Address window's Use Company and Use Title settings are updated automatically by changing the registrant's designated preferred mail address only if all of the following are true:
- Update open meetings addresses with address changes is enabled on the Customer Setup - Advanced window.
- The address on the Expo Registration - Name Address window is identical to the original preferred address prior to the change.
- The new preferred mail address's settings differ from the original.
Automatic Settings for New Records
For new records added on the Expo Registration - Name Address window during exposition registration, iMIS automatically sets the Use Company and Use Title options on the Expo Registration - Name Address window to equal the Main address field's settings on the Customer Setup - Address and Notes window.
You can override the settings on the Expo Registration - Name Address window as necessary for the new record's Ship To address (does not affect the Bill To address).
To edit a registrant's address (Expo)
- From Exposition, select Process booth orders to open the Process booth orders window.
- Open an order (see Finding Exposition Orders).
- Click Edit.
- Click Options, and select Address to open the Expo Registration - Name/Address window.
- Make any necessary changes.
- Click OK to return to the Process booth orders window.
- Click Save.
