With Soapbox, in you have our Salesforce User Integration add on, you have the option of personalizing the logged in user event registration experience by displaying a drop down of Contacts that are in the same Account of the logged in user when they enter attendee information. This can be set by default in the Events > Configuration or it can be set individually on an event by event basis.
To enable and customize household attendee registration on an event by event basis:
- Open the event you wish to edit
- Click the Attendee Info tab
- For Enable Household Attendee Registration, select Use Global Config, Yes, or No. Selecting yes will display a drop down on the Attendee Information form from which the logged in user can select from Contacts associated with their Account in Salesforce. Selecting No will display no drop down. Selecting Use Global Config will default to the setting in Events > Configuration for this parameter.
- For Restrict Attendees to Existing Household, select Use Global Config, Yes or No. Selecting Yes will allow the registrant to only select from the drop down. Selecting No will allow them to select from the drop down or type in an attendee not in in the drop down. Selecting Use Global Config will default to the setting in Events > Configuration for this parameter.
- Click Save
If you wish to exclude certain types of Contacts from appearing in the drop down, you may do so in the Events > Configuration.