Assign staff or contacts to an event
Event contacts are accessed from the Contacts tab. Event contacts are a list of all important contact information relating to an event, giving you a great place to quickly find a contact in a hurry. You can also download the contacts to a PDF document and print it out.
Select Add staff
Select the member of staff using the dropdown list. This is a list of users who have access to EventWorks from your organisation.
Enter a role for the staff member
Select Add
Select Add contact
Select the account and the contact you wish to add
You can either select the account first to populate the dropdown list of contacts, or you can start typing the name of the contact in the Contact field and the Account field will be populated automatically.
Enter a role for the contact
Select Add
Below is a video showing you how to carry out both of the above steps.
From the Contacts tab select Download contact list just above where the Add staff button is.
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Add a staff member to an event
Select Add staff
Select the member of staff using the dropdown list. This is a list of users who have access to EventWorks from your organisation.
Enter a role for the staff member
Select Add
Add a contact to an event
Select Add contact
Select the account and the contact you wish to add
You can either select the account first to populate the dropdown list of contacts, or you can start typing the name of the contact in the Contact field and the Account field will be populated automatically.
Enter a role for the contact
Select Add
Below is a video showing you how to carry out both of the above steps.
Download contact list
From the Contacts tab select Download contact list just above where the Add staff button is.
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Updated on: 08/09/2020
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