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Adding Sponsors to a Meeting Product

Information about sponsors of a meeting can be entered on the Sponsors sub-tab on the Meetings tab of a Products record.

  1. Open a new Sponsors record from the Sponsors sub-tab on the Meetings tab of the Products record.

    Meeting Sponsors Record
  2. Enter or select the name of the sponsor in the Sponsor field. The sponsor is required to have a Companies record before it can be added to the Sponsors record.
  3. Select a contact person from the sponsoring company in the Contact field. The contact is required to have a Persons record before they can be added to the Sponsors record.
  4. Enter the dollar Amount contributed as a sponsor.
  5. Click OK to save and close the Sponsor record.
  6. Repeat steps 1 through 5 to add additional sponsors to the Meetings product.
    • Alternatively, you can click OK and New in Step 5 to save the current record and open a new Sponsors record in one step.

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