In this article:
- Where is it?
- Setting up to use the Contact Name field
- Adding the Contact Name field to registration forms
- What your team sees
Where is it?
Once you've installed the Contact Name field, you'll access it from the Attendee List:
Setting up to use the Contact Name field
As you’re adding your team of Client Reps to MeetMax, you’ll use the Type field to assign one of these two roles:
- Sales Rep: Client Reps who work with Attendees.
- Company Tracking: Client Reps who work with Companies.
You’ll also need to make sure each of these Client Reps has access to the event.
As you’re adding a Client Rep, you can choose the events you want them to access:
Alternatively, you might have a group of Client Reps that you want to flexibly assign to different events. Learn more about this here.
Adding the Contact Name field to registration forms
Most likely, you’ll want to add this field only to the Admin version of your registration forms.
In the Form Editor, you can add the Contact Name field from the menu of default fields:
| This process is the same on the Attendee and Company forms. Depending on your event, you can use either or both. |
Contact Name is a drop-down field, but you won’t have to add any choices. MeetMax automatically includes all Client Reps who have the correct role and event access.
What your team sees
In this example, our Client Rep List has three Sales Reps and three people with the Company Tracking role:
After adding the Contact Name field, here’s what we see in the Admin version of our Attendee registration form:
Here’s what we see in the Admin version of the Company registration form:
For each Attendee or Company, choose the correct Client Rep from the Contact Name field. Then click either Submit or Save.
