Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access. Every event has to have a Main Customer, this article will show you how to set a Main Customer.
For information on the People Section as a whole, please see How to Use the People Section
How to set a Main Customer
- Navigate to an Event's People Section, Event > People
- Click on the individual's name that you want to set at the Main customer. (If you need to add the person, see Add New People)
- Go to Actions > Set as Main Customer
- A pop up will appear to confirm that you want this individual to be the Main customer as invoices will be generated against this person, click OK.
- If the individual did not have Send Emails, it will automatically change to Yes as the main customer must receive emails.
- Click Save.
- You will see the star now next to this individual on the main People page.