All done creating and testing your event? Contact your eComm specialist to approve your event. They will double-check numerous items; such as having an Event Planner Email Address and a CU brand compliance website along with correctly configured post-registration emails and financial information so money transfers to the right accounts, among other things. Then you will be ready for launch!
eComm specialists can assist users with administrative tasks, such as unlocking a user, resetting their password or granting a temporary code if they forgot their authentication method.
The Org Tree field is newly available on the Employment object in Salesforce. The field is populated with concatenated, five digit codes that each represent departments across CU and must be translated. The values indicate the organizational hierarchy, based on the department the employee works in.
By default, any saved Cvent Report is only accessible to the person who created it. Whoever created and saved the Report will need to expand the Report Visibility for anyone else to access it.
Learn about the approach to creating help tickets, including technical tutorials with tips for consistency. A feedback loop from your customer is crucial to continuous improvements and trust.
While Cvent has a feature to "process payment at a later time," we never want to enable it. Collecting credit card information to process at a later time doesn't align with CU's approach to protecting cardholders and it should not be enabled under any circumstances. The good news is, by default, this setting is disabled across all events and most users remain unaware of this functionality. Follow these instructions to confirm your paid event doesn't have this feature enabled.
Cvent's reporting upgrade has provided an enhanced interface for generating reports. While the same event and cross-event data is available, the look and feel of the reporting tool has leapt into the future.
Navigating to Reporting in Cvent varies slightly depending on the type of event you've created. After that - running, customizing and saving a Report behaves the same, regardless of the event type.
