Showing posts with label Event Module. Show all posts
Showing posts with label Event Module. Show all posts

Thursday, 22 February 2018

Speeding Up Adding Guests to RE Events


I've had a query from someone who is finding adding guests to a host very frustrating. Here are the details:
I'm working on an event and need to add in a large number of guests, but can't I access the guest's participant record from the guest button on the bottom of the primary participants record.  On the host's record I can add each guest in and mark them as attended (or not) and registered (or not), but nothing else.

In order to do that I then have to either look them up from the main event record, open them up, and update them OR I have to click on their entry in the whole list to select each one, update them, get back to host's record, and then use the button to get to the next person, etc.
I do have a marginally less annoying method. If you go to the Participants tab of the event and then change the drop down button top left to "New guests" (above) then that takes you through to the page below (left) where you enter names and addresses.  Then when you save that it returns you to the participant record page (below right) already expecting a guest.
It's not ideal, but I think it might be better than the more "intuitive" options.

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.