Can I merge conference attendee lists together or use an existing attendee list as the basis for a new one?
The answer is yes—on both accounts. You can use the merge feature in a conference record to add attendees from another conference to the current conference.
The following steps outline the process for adding attendees from another conference to the current conference:
- Open, in view mode, the conference record whose attendee list you would like to enhance with another conference's attendee list.
- From the Attendee List area of the record, click the Merge button.
- WebCATS opens a window that displays all attendee lists at all centers that you have conference view permissions for. To add the members of a list (or multiple lists) to the current list, select the lists' corresponding check boxes, as shown in the next graphic.
- Select the check box at the top of this window if you would like WebCATS to carry forward the fee and attendance information, if any, for the list members being merged. If a member belongs to more than one selected list, only the first occurrence of fee and attendee information is merged into your current attendee list.
- Click the Add Members button to complete the merge.
Attendee lists can only be edited from the view mode of a conference record. This means that you must first create and save the conference record before you can add attendees to it.
