The Exhibitors Module is used in conjunction with your individual records to attach an exhibitor to an expo and view the history of an exhibitor. The exhibitorís list tab will only show you exhibitorís in the database, to add an exhibitor you must start in the individuals module.
This field contains the firm ID number that was assigned by SAMS when you added the firmís record. This number will now serve as the exhibitor ID number. It cannot be changed.
Type codes are defined using the Expo module of the Look-up Codes located on the SAMS toolbar
The name of the firm appears here automatically. It can be changed. This name will appear on all contracts, correspondence, and in the exhibitor's product guide.
SAMS assigns the first six letter of the firm name for you; however, you can change this field. For example, if the exhibitor's firm name was The Red Barn, do you want to sort the exhibitor by "The" or by "Red".
This is the key contact for this exhibitor. You can change the key contact by clicking on the ellipses and SAMS displays the individual database for you to choose a new key contact.
SAMS defaults the sign name from the firm name. You can change this information.
SAMS automatically enters the exhibitor's telephone and fax number. These fields can be changed. Note: if the "Same Addr?" flag is set to "Y" any changes will also be reflected in the Individual's record. If using an extension in the Telephone number, the data must be entered with an x followed by the extension number - no spaces allowed. Example: 512-343-1049x102.
Enter a mail code for this exhibitor by selecting from the list. This is used to include or exclude this exhibitor from different mailings. Mail codes are defined using the Expo module of the Look-up Codes located on the SAMS toolbar.
Enter a code for the source of the exhibitor. The source of the exhibitor may be different from the source of the firm. Use this alphanumeric field to specifically track the source of exhibitors, such as direct mail pieces, telemarketing, or direct sales. Source codes are defined using the Expo module of the Look-up Codes located on the SAMS toolbar.
The Master ID No is the number used to link potential or active exhibitors to a single account.
Enter an ID number in the Other ID field if you intend to cross-reference exhibitors to brokers.
Enter "Y" if the exhibitor is a member, SAMS will automatically bring up the membership database for you to choose the memberís ID number.
SAMS automatically enters today's date as the add date; however, you can enter a different date.
Enter a date to follow-up on any action taken.
The mailing address is automatically displayed based on the exhibitor's individual record.
Enter a "Y" here if you would like the exhibitor record to have the same address as the Individual Record. Whenever this information changes on the exhibitor's record, the individual's record will change with it and visa versa.
Enter the shipping address, if is necessary.