Print Page     Feedback      

Maintain Your Business Meal Attendee Selection List

| Adding Attendees | Editing Attendees | Removing Attendees |

When you add a business meal to a report, you will need to add attendees. These can either be entered manually or via a pre-populated checkbox list. The Favorite Attendees section on the Profile tab allows you to maintain the list of pre-populated attendees.

Adding Attendees

  1. Click on the Profile tab and select the Favorite Attendees link.
  2. To add a new attendee, click on the New Attendee link.
  3. Indicate whether the attendee is a business guest, an employee or an employee's spouse.
  4. Enter the attendee's last name, first name, title, and company. If you are describing a group of 11 or more, you may enter a descriptive group name in the last name field.
  5. Click Save or to add more attendees click Save & Add Another and repeat steps 3 and 4 above.

^ back to top

Editing Attendees

  1. Click on the Profile tab and select Favorite Attendees.
  2. A list appears showing any favorite attendees you've added. If you notice that any of the information shown is incorrect or out-of-date, you may update the attendee by clicking on the attendee's name.
    Note: You cannot change the Attendee Type. If the type is wrong, delete the attendee from your list and add them again, making sure to select the right type.
  3. Verify/change the attendee's last name, first name, title, and/or company. If you are describing a group of 11 or more, you may verify/change the descriptive group name in the last name field.
  4. Click Save or Save & Add Another.

^ back to top

Removing an Attendee

  1. Click on the Profile tab and select Favorite Attendees.
  2. A list appears showing any favorite attendees. Select the checkbox to the left of the attendee you want to remove.
  3. Click on the Delete link and click Yes to confirm.

^ back to top