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Understanding the Conference Registration Screen

Summary / TL:DR: This article will help you understand the conference registration screen in Advantage.


This is a review of the CEM, or conference registration screen.  Note that some field names and locations may vary slightly based on individual scripts used at the Conference Registration Screen. To learn more about identifying and changing scripts go here. 



Conference Registrations

Displays the details for the selected conference registration and allows for the entry of information to search for conference registrations. 

Conference

Search area to enter the conference number.

Location

Search are to enter the conference location.

Attendee Number

Search area to enter the attendee customer number.

PO Number

Search area to enter the customer PO Number.

My Control Group

When this box is checked only your current control group will be used in the active search.

Search

Search area to enter in the name of a conference.

Date and Time Added

Shows the date and time the order was posted.

Attendee Customer

Displays the customer number of the attendee.

Attendee Type

Shows what badge type the attendee has registered .

Registered On

Shows the date the customer registered the conference.

Registration ID

Displays the registration ID for the selected conference.

Registration Name

Shows the name the customer has registered for the conference.

Add

Used to add a conference, some items will be pre-filled based on of a customer is already selected.

Change

Mae changes to a currently selected conference.

Inquire

Opens the Conference Attendee Maintenance dialog box. Will show basic information about the selected conference.

Delete

Delete the currently selected conference.

Un-Cancel

Using this option will uncancel the currently selected conference as long as it has not been resolved by closing the control group that canceled the order.


Registration Information

The display of the conference registration info.   

Conference ID

The item number associated with the conference.

Location

The location associated with the registration.

When

The dates the conference will take place.

Bill-To

Displays the shipping Info of the billable customer.

Contact

Displays the shipping info for the recipient of the conference order.

Added On

Date the conference order was added.

Updated On

Date the conference order was last updated.

Registration ID

ID number generated when the conference order is place to ID the registrant.

Status

Shows the status of the conference order.

Customer PO#

Not Used.

Billing Currency

Currency the rate is associated with.

Invoice Terms

Shows if the customer's Past Due Amount exceeds the Past Due Limit associated with the Terms Code on this order, the order is placed on hold.

Promotion Code

Promo code used to place the conference order.

Bill By

When more than one person is involved (a multi-attendee registration), then the bill-to can be identified at:

  • the registration level – that person is paying for all the attendees, or

  • the attendee level – each attendee is paying for their own registration fees. (The registration provides grouping for volume price purposes)

Registration Type

An attendee record contains the registration type indicator which identifies whether the person is participating as:

  • A - Attendee

  • P - Presenter

  • E - Exhibitor

  • S - Staff Member


Other Attendees

Displays every transaction associated with the conference.

These are the default customized columns from this screen. There are more columns available.

Attendee Name

Displays the registered name for conference.

Badge Name

Displays the name the registrant wan't for their badge.

Registered On

Displays the date the conference was registered on.

Attendee Type

Displays the registration type.

Customer Number

Displays the customer number for the registrant.

Status

Shows the status of the conference order.


Selected Sessions

The customer's information associated with the conference.  From this tab you can add, change or delete a conference registration.

These are the default customized columns from this screen. There are more columns available.

Session

Displays the session type that has been registered for.

Session Name

Displays the name of the conference session.

Session Date

Shows the date the conference session starts.

Last Updated

Date the session was last updated for the customer.

Status

Displays the session status.

Attendee Type

Displays the type of badge that has been registered.


Invoices

Displays every transaction associated with the selected conference item.

Order Number

Order number of the conference transaction.

Bill Customer

Displays the shipping Info of the billable customer.

Bill-To Name

Name of conference registrant.

Posting Date/Time

Date and time the order was posted.

Invoice Total

Shows the total amount of conference order.

Balance Due

Displays any remaining amount due for the conference order.

Posting Status

Will display the status of the invoice.

Control Group Date

Displays the the date the control group was last updated.

Control Group ID

Shows the control group of the rep keying the order


Email History

Displays a history of all fulfillment emails sent to the customer for the conference. From this tab you can resend emails to the customer. For more information, go here.

Unique ID

Unique identifier of the email sent.

Email Address

The email address on file for the subscription.

Date Sent

Date the email was originally sent to the customer.

Time Sent

Time the email was originally sent to the customer.

Sent Status Description

The status of the email sent.

  • Delivered

  • Bounced

Bounce Reason

The reason for the bounce - currently all are recorded as Bounce.

Email Subject

Description from Message Central of the email sent to the customer. Not necessarily the subject line of the email, this is controlled by what is entered in Message Central.



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