Auto-Enter Confirmation/Certificate Dates
If you log when confirmations and certificates are printed, use the CONFIRM and CONFCERT report functions to automatically stamp the date in the appropriate field when the reports are printed. Note: if you don't log these dates but do log other dates, you can change the labels for these fields and still use the report functions to log the dates into the fields.
Disabling the Group Registrations Prompt
If you don't group registrations together, you can disable the Group Registrations prompt (i.e. the popup that asks you if the registration is part of a group) on Registration Preferences.
Grouping Existing Registrations
You can only look up existing registrations by course number and ID number. So write down the ID numbers of the registrants you want to group and the code of the course(s) in which they're enrolled before checking the Group Box. This will make it considerably easier for you to find the right record.
Show Group Members
See all members of a group by clicking the Show Group button. You can even move from one member's registration record to another by highlighting the member you want to view and pressing the ENTER key (just like in other Find windows).
Refunding to a Grouped Registration
Don't forget to un-group a registration before issuing a refund. If you don't un-group first, the action will affect every member of the group.
Creating Invoices for a Group of Registrations (Company Invoicing Users)
It's not necessary to group records if you're using Company Invoicing. When you print new invoices, the system will automatically place on the same invoice anyone who has the same firm and PO number (assign the same invoice number to that group).
Related Courses (Catalog Builder Users)
Add courses to the Related Courses section on the Catalog Builder's Prerequisites tab. This allows you to inform registrants of any upcoming related courses that might also interest them. View the list of upcoming related courses with the See Also button on the Registration screen.
Check for Prerequisites (Catalog Builder Users)
Enable the Prerequisite checking feature and add prerequisite courses to the Prerequisite Courses section on the Catalog Builder's Prerequisites tab. When individuals enroll in courses, the system will check to see if they've met the prerequisites and notify you if they have not.
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