To add a new attendee to a transaction on the transaction table:
-
Open the Transactions page
-
Open the relevant transaction
-
Click on the Attendee field
-
Click Create new attendee in the drop down list
-
Enter the attendees First Name
-
Enter the attendees Last Name
-
Select if the attendee is a Staff Member or an External client or partner
-
Enter a Company Name if the attendee is an external client or partner
-
Click Create Attendee
-
The attendee will be automatically added to the Attendees field
-
Click Update