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pull out existing client info when registration is made in the BO

Posted: August 23, 2018 at 8:57 am

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AmritYoga2015

August 23, 2018 at 8:57 am

hi, there is a way to pull out an existing client information when the registration is made in the BO. We make a lot of phone call back office registrations for recurring clients, we dont want to type all their info over again.


Josh

  • Support Staff

    •

August 23, 2018 at 9:23 am

Hi,

Not exactly. However, if you type in their first name, last name, and email address so it’s an exact match with their contact record in EE, it will automatically attach the new registration to their existing contact record.

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Status: closed

Updated by Josh 6 years, 3 months ago ago

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