Action buttons provide you with quick access to important tasks and functions when you are managing Contacts. Action buttons are available from almost every screen in EventsAir. Some Action Buttons may not be available based on the current location or panel you are in.
Action Buttons include:
| Search provides you with a quick search feature across all modules and records within EventsAir. When you click on the Filter icon, you have the ability to filter across all modules and the fields contained within each. Your results are displayed quickly in a search view that provides you with a list of all matching records. You can click on a desired record for immediate access to all information contained about the selected Contact. |
| Financials provides you with a quick and intuitive method for viewing payment status and processing payments from your attendees. From this screen, you will be able to process new payments and refunds, track invoices, see an audit trail of all transactions, and process miscellaneous charges and invoices. Click here for additional information on processing payments in EventsAir. |
| Communications provides you with a centralized location to create and send on-the-fly email, text messages and Attendee App messages. Email messages can include plain text, HTML, and Merge Document emails. Attachments and blind carbon copy (Bcc:) functions are also supported. You can also send out an "on-the-fly" email to a specific contact by locating the mail icon next to their email address in their attendee record. Click here for additional information on communications in EventsAir. |
 | Linking provides you with an easy way to link individual attendee records (or identify a specific attendee) to Agent Groups and specific agents. This is useful when you are working with tour arranged groups attending your event or conference. Click here for additional information on Agent Groups in EventsAir. |
| Print Personalized Documents gives you with a selection of useful print outputs, such as address labels, certificates of attendance, certificates of achievement and other documents you may need for individual attendees. |
| The Change Log provides you with a detailed log of all changes made to specific attendee records. Date, time, user, and details are all provided in cases where you need to backtrack and see changes made to a specific record. |
 | Attendee Tools are where you can access a variety of individual attendee utilities, such as Replace Attendee, Online Activity Log and Site Auto Login. Click here for additional information on Attendee Tools. |
 | Attendee Delete will permanently delete the selected attendee record from the EventsAir database. Click here for additional information on Attendee Delete. |
