Fonteva Rapid Order Entry

Users can register attendees on the backend using Fonteva's Rapid Order Entry tool. Here's a training video for reference. Step-by-step instructions are also included.

Register Attendee with Rapid Order Entry

Registering Attendees for an Event with Rapid Order Entry

  1. Navigate to the Sales Order tab in the eBusiness app.
    • Sales Orders can also be created directly from the Account or Contact record.
  2. [Click] Go! next to the View: All dropdown.
  3. [Click] the Rapid Order Entry button.
  4. [Enter] the Customer (Entity) name to search for the Account or Contact making the purchase, or create a new record by [Entering] their name into the field and [Clicking] Add from the dropdown.
  5. Use the Item Quick Add field to [Search] for Ticket Types previously configured in the Events app.
  6. [Click] Add to Order.
    • Attendees, Forms, and Schedule Items can be added or changed by clicking the item panel.
    • The purchasing Contact or Primary Contact of purchasing Account will be auto populated into the First Attendee slot.
    • Information from the first Attendee can be copied during the creation of a new Attendee after selecting the Contact in the Copy Settings From dropdown and clicking the + New Attendee button.
  7. Once all items are added, [Select]  Process Payment under the order total and [Click] Go.
  8. [Enter] Payment Information and [Click] Process Payment.