Documentation and Support/Itinerary/Dates and Events

Adding a Promoter and Promoter Contacts

Eventric Support
posted this on June 10, 2010 14:52

Your Promoters

EventTab.png

Your promoters play an important role in your organization. Having their information in an easily accessible section will help you keep in touch with them, as well as allow your organization to contact them. Add them to your Master Tour directory, and attach them to your events when you need.

Adding a Promoter to an Event

 

Navigate to the Itinerary section, and then open the event tab. Clicking the Select Promoter button will begin a search for the promoter information. If you have not added this promoter to your directory, then add their information by clicking the Create New Record button. Your information will now be displayed in the Dashboard and reports that display promoter information.

 

Adding Contacts to a Promoter

Attaching contacts to a promoter is just as easy. Click on the Attach Contacts button, and find the name of the contact. If you cannot find your contact, just create a new one by clicking Create New Record. The reports will display the first two contacts that you attach, so if you need to reorder your contacts, you can drag and drop them in the desired order.