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Overview

Learn to delete and re-import batched in order to update information from Reserve into your Office system.

Use Case(s)

  • The billing member was changed on the event in Reserve and needs to be updated on the batch in Office.
  • Actual Attendance was greater than the Guaranteed Attendance so the total is higher and needs to be updated in Office.

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excludeBanquets - Booking a New Event

 

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Accessing the Tool

  1. To begin,

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  1. click on

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  1. Next

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  1. , click

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Re-Import Batches

 Select the correct dates in the Date Range boxes and click Refresh.

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Select (in blue) the event batches that need to be updated.

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Click the gray trash can to remove the current data in Office.

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Click Refresh on the left side of the screen.

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Select (in blue) the event batches and click the Blue Down Arrow.

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The new information will then import from Reserve to Office.

 

Downloadable Guide

 

Delete and Re-Import Batches

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  1. on Events.

  2. Then click, Manage Event Custom Fields.

Requiring a Field

  1. Click Edit next to the field you wish to require.

  2. Check the box by Required for All and click Save.

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