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How to Navigate the Customers Section of Event Management (*)

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Prerequisite - See Related Article: How to Access Event Management

1 - From the Event Management Dashboard, click on the CUSTOMERS link in the left hand Navigation Bar.



2 - This screen shows all of the exhibitors.   It also shows the Accounting ID that has been created for them.





3 - In the upper right corner you can add new email contacts to an exhibitor by typing in the name of the exhibitor and clicking on the +CUSTOMER.  You will see names appear as you type.  Choose the appropriate one and click Enter.


 


3.1 - This will bring up a screen where you can add "To" and "From" email addresses for that exhibitor.   You can can add multiple email address by using a semi-colon to separate them.   Then click the blue SAVE button.





4 - You can edit a current exhibitor by clicking the Edit button, on the right.   This includes adding site locations, changing the percentage they get paid, and changing their name or accounting ID.   You can also edit the contact email address for this exhibitor.




See Related ArticleHow to Edit a Customer in Event Management


5 - Lastly, you can delete an exhibitor by clicking the Trash can icon on the right.

NOTE: If you add this exhibitor back in, you will need to re-enter the sites under them as well.

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