{"id":129,"date":"2014-05-16T01:57:35","date_gmt":"2014-05-16T01:57:35","guid":{"rendered":"http:\/\/cashlinqsupport.com\/helpdesk\/?p=129"},"modified":"2014-05-16T01:57:35","modified_gmt":"2014-05-16T01:57:35","slug":"129","status":"publish","type":"post","link":"https:\/\/www.cashlinqhelpdesk.com\/?p=129","title":{"rendered":"Find a Registrant Overview"},"content":{"rendered":"
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You can search for Registrants or Primary Contacts using the search.\u00a0 Search using first or last name but not both..\u00a0 You can view or manage a Registration by selecting the \u201cpencil\u201d (Edit) Action icon.<\/p>\n<\/header>\n

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Registration Edit<\/h3>\n

The Registration Edit screen displays a summary of the registration including the Primary Contact, the Registrants, as well as a Balance Summary.\u00a0 You can view the detail for the Primary Contact or a Registrant by selecting the name.\u00a0 Likewise, you can view or hide Extras and the Questionnaire.<\/p>\n

You can view Discounts, Adjustments, and Transaction details by selecting those headers.\u00a0 Details will appear under each heading if appropriate.<\/p>\n

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Registration Edit Actions<\/h4>\n

The actions available to a registration are outlined below:<\/p>\n

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  • View:\u00a0 Return to the Registration Edit screen.<\/li>\n
  • Print:\u00a0 Print the current view of the Registration Edit screen.<\/li>\n
  • Edit:\u00a0 Opens up the registration navigation (similar to the original registration process) to walk you through a registration where you can make any necessary changes.\u00a0 When you finish the last page and hit [Next] your changes are saved and the registration\u2019s balance is updated automatically.<\/li>\n
  • Cancel:\u00a0 Cancel the entire registration.<\/li>\n
  • History:\u00a0 View an itemized Registration ledger for the registration, and any edits.<\/li>\n<\/ul>\n

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    Balance Actions<\/h4>\n

    The actions available in the balance section is based on the outstanding balance on a transaction.<\/p>\n

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    • Adjustment:\u00a0 Apply an Additional Fee, a Discount Cost, an Offline Payment (Cash or Check), or an Offline Refund.\u00a0 You can apply an adjustment regardless of the balance.<\/li>\n
    • Payment:\u00a0 If there is an oustanding balance owed, you can process a payment by card or eCheck using a new or existing payment method.<\/li>\n
    • Refund:\u00a0 If there is an outstanding negative balance, you can process a refund back to the registrant using an existing payment method, up to the balance amount.<\/li>\n<\/ul>\n
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