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Request Meeting page: Filtering by Attendee details
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In Unmoderated meeting programs, Attendees can narrow their list of potential meeting partners by names, companies, or tickers.

In this article:

Where is it?

When Attendees log into MeetMax, they’ll see these filters on the Request Meeting page:

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Enabling Attendee detail filters

As an event Admin, you can choose which filters are available to your Attendees.

Step 1. Head to the Attendee List:
Step 2. Use any Attendee record - change you make here will apply to everyone.
Use the Action menu to choose Request Meeting:
Step 3. Once you’re on the Request Meeting page, head to the right edge and click the Customize tab:
Step 4. Open the Search/Custom Fields section. Use the checkboxes to select the kinds of filters you want your Attendees to access:
Step 5. Click Submit to save your choices:
Step 6. From your Admin view of the Request Meeting page, you can see the updated filter options:

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What Attendees see

When Attendees log into MeetMax and head to the Request Meeting page, they’ll see the same customized menu of filters:

  The Bookmarked filter is always present by default. Learn more about bookmarking here.

These filters are useful for locating Attendees from a specific company:

They’re also handy for locating a specific person quickly:

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Other available filters

You might want to make other kinds of filters available to your Attendees:

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