The following article outlines the process of bulk updating meeting registration states on person meeting registration record. This process is typically used to update mass attendee lists from "Registered" to "Attended" for generation CEUs.
1. In Aptify, go to Meeting Management then Meeting Registrations
2. Create new view to generate list of meeting registrants by Product ID.
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Tip: How to create this view: a. In Meeting Registrations entity, click to create new view General Tab Name: Meeting Registration by Product ID Description: Meeting Registration by Product ID Filters Tab Service: Meeting Registration Field: Product ID Operator: = Value: Product ID = b. Click OK c. Enter Product ID for list view of registrants. |
3. Click OK
4. Highlight desired records (limit 50 at a time to avoid freezing Aptify)
5. Click on the Entity Bulk Operations Wizard
6. Click Next
7. Select Update Reg Status, then click Next
8. Enter the Value in the Value field, then click Next
- 1=Registered
- 3=Attended
- 4=Cancelled
- 6=Attended No Credit
9. Click Finish and wait for operation to load.
10. Click No
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