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EventPro Software User Manual

Breadcrumb Trail: Attendee Management > Add Attendee to Event

Event Attendee/Linked Contact Sync

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When you select a Linked Contact for an Event Attendee, much of the information in the top tabs of the Event Attendee's edit form (Contact, Contact Information, Personal, etc.) will be pulled in from the Contact's record.

You can edit the Event Attendee's information, but as explained earlier, when an Event Attendee has a Linked Contact, certain information will be synced between the records. While the Event Attendee and Contact edit forms are not identical, they do share many of the same data fields. Changes to certain fields in the Event Attendee's record will overwrite the data in those same fields in the Linked Contact's record, and vice versa; changes to certain fields in the Linked Contact's record will overwrite those same fields in the Event Attendee's record.  

The following tabs in the Event Attendee record are initially populated by the data in the Linked Contact record, and afterward, data changes are synced both ways between the Event Attendee and Linked CRM Contact records. Remember that the Event Attendee and Contact edit forms each have unique fields that the other does not have, so only the shared fields will be updated with new data.

oContact

oContact Information

oPersonal

oCommunication Preferences

oTravel Information

oTerritory/Region

oImage

The following tabs in the Event Attendee record are initially populated by the data in the Linked Contact record, but are not synced with Contact after. In other words, changes you make to this particular information for the Event Attendee will not be pulled back into the Contact record, and if any changes are later made in the Contact record, it will not update the corresponding information in the Event Attendee record.

oBilling (specifically Bill To, Bill To Contact, Tax Exemptions, Accounting Reference, Account Manager)

oClassification (specifically Contact Categories)

To review the fields in the CRM Contact edit form, see Company/Contact Management (CRM) > Add New Contact (Contact Edit Form).

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