Search for Existing Attendees

There are several ways to add an existing individual attendee to an expense. You can:

  • Use recently used attendees
  • Search your favorites
  • Search for an attendee not in your favorites but in any other attendee list available to you

You can also add attendee groups to an expense.

Use recently used attendees

To locate recently used attendees:
  1. With the expense open, click Attendees on the Details tab. The Attendees page appears.
  2. Click Add. The Add Attendees dialog appears.
  3. Click the Recent Attendees tab (if not already selected)
  4. Select one or more attendees.
  5. Click Add To List.

At the bottom of the Recent Attendees tab is the Search All Attendee History link. Click the link to see all attendees you have ever used - regardless of whether they are in your favorites.

Search your favorites

You can define and manage your favorite attendees in Profile > Profile Settings > Favorite Attendees (left menu).

It is likely that your favorites are already in your Recent Attendees list. If not, you can search your favorites, which is the first group on the Attendee Groups tab.

To search for a favorite attendee:

  1. With the expense open, click Attendees on the Details tab. The Attendees page appears.
  2. Click Add. The Add Attendees dialog appears.
  3. Click the Attendee Groups tab.
  4. Click Favorites. Your favorites list appears.
  5. Select the check box of one or more attendees.
  6. Click Add To List.