CRM Software for Economic Development Organizations
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How can I include the company fields on my event registrations on eCenter Direct?

By default, when a prospective attendee registers for one of your events on eCenter Direct, the registration process will only capture the attendee's personal information such as their name, address, phone number and email address along with some demographics about the person (such as gender, race, hispanic status, etc). By default, eCenter Direct will not ask the registrants anything about the company they represent.

However, for many programs (especially PTAC programs) the company information is essential for their reporting. If you, generally speaking, wish to capture company data along with the registrant's personal data, then you will want to go to your Center record in Neoserra (View|Centers) and edit the field titled: "Event registration information required". You will see three options:

  • Contact
  • Client
  • Client + Agreement

The first option, "Contact" is the default choice, however, the second and third options would additionally allow you to obtain company data (if available) from your event registrants. Of course, if a person is not associated with a business, then they can leave the company fields blank. eCenter Direct will not force the user to type in company data if they don't have any company details, it merely provides the option for the user to complete these fields, if applicable.

The "Client" option would ask the event registrants all the standard personal information along with the company fields enabled under the More|eCenter Sign-up Fields for your center.

The "Client + Agreement" option would additionally ask the event registrants to agree to your latest terms and conditions. Again, this is particularly critical for PTAC programs who are supposed to obtain express consent from all training attendees.

The settings under your center record will apply to all events entered into the Neoserra database for your center, unless you overwrite it on an per-event basis. In other words, you may want to collect contact and company details for most events, except for one large, state-wide event annually. For this one event, you may want to change the "Event registration information required" field on the event record, to "Contact":

It is important to realize that with the release of eCenter Direct 3.0 on January 31st, 2016 the More|eCenter Sign-up Fields configured for your center will apply to both client sign-ups and event registration so it is important to review the fields configured for your center and make any adjustments, as necessary.



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