Tuesday 12 September 2017

Adding Guests More Quickly in the Events Module

If you run the kind of event whereby one table hosts buys up a load of seats for their guests, and you use Raiser's Edge, you'll probably of faced the problem of trying to add them on without having to add them as a guest, go back and then finish adding their details.

But, have stumbled across a (perhaps) marginally less annoying method. It looks like if you go to the Participants tab of the event and then change the drop down button top left to "New guests"...

...then that takes you through to the page where you enter names and addresses and then when you save that it returns you to the participant record page already expecting a guest. It's not ideal, but I think it might be better than the main alternative.

You can also set up Default Sets to speed things up a little bit.