How can I configure the mandatory contact fields for the VisitReport app?

Where are the mandatory contact fields configured in snapAddy VisitReport?

Mandatory contact fields are configured in two places: organization-wide under VisitReport > Settings > Organization-wide settings, and per event under Settings > Contact capture. The organization-wide configuration applies to all events of the organization by default and can be overwritten for each event.

How do I define mandatory contact fields organization-wide?

Administrators define organization-wide mandatory contact fields in the organization-wide settings of VisitReport, in the Contact information section.

1. Open the snapAddy dashboard and switch to the VisitReport area.
2. Click Settings in the left-hand navigation and then Organization-wide settings.
3. In the Contact information section, enable the option Configure organization-wide required fields.

1. The list of contact fields appears. Click the button next to a field to open the Field settings.
2. Select the setting you need and finally click Save changes.

Which field settings are available for a contact field?

Three options are available for every contact field in the Field settings menu: Visible, Hidden and Required.

• Visible: The contact field is displayed in the VisitReport app and can be filled in.
• Hidden: The contact field is not displayed in the VisitReport app.
• Required: The contact field is displayed as a mandatory field and has to be filled in.

How do I define mandatory contact fields for a single event?

Mandatory contact fields that differ for a single event are defined in the event settings under Contact capture, in the Set required fields for contacts section. This configuration overwrites the organization-wide default for that one event.

1. Open the event in the snapAddy dashboard.
2. Click Settings in the left-hand navigation and then Contact capture.
3. In the Set required fields for contacts section, choose Customize required fields for this event. The alternative option Use organization-wide configuration keeps the organization-wide default for this event.
4. Select the field setting you need for every contact field and save changes.

Do the mandatory contact fields also apply to meeting participants?

Yes. If Meetings are enabled for the event, the same mandatory contact field settings are also applied to meeting participants.

Do the mandatory contact fields also apply to Quick Scan?

No. Reports captured via Quick Scan ignore the event-level mandatory requirements. Quick Scan is enabled in the event settings under Contact capture as well.

How do the mandatory contact fields take effect in the VisitReport app?

In the VisitReport app, mandatory contact fields are highlighted in colour when a participant is captured and are marked with the addition (required). A report can only be exported once all mandatory fields have been filled in.

Which questions commonly come up next?

What is the option "Prevent exports without contact" for?

The option "Prevent exporting reports without contacts" checks whether a contact has been assigned to a report when it is exported from the VisitReport app. You enable the option in the event settings in the Export section. You can find the details in the article What is the option "Prevent exports without contact" for?.

How do I capture a contact for a new visit report in the app?

Depending on how the contact sources are configured in the event, several ways of capturing a contact are available in the VisitReport app: scanning a business card, QR code or badge, searching inventory data, the CRM or business socials, and manual entry. The article How to enter a contact for a new visitor report in the app? gives an overview.

How do I edit the settings in the organization administration?

The organization administration is where central, cross-event default settings for the organization are defined. Which areas are visible and editable depends on the respective role. The individual steps are described in the article How can I edit the organization settings.