Event View: Add Solicitor and Wealth Rating

For event briefings, we need the guest list along with the assigned internal solicitor and the wealth rating. It would be helpful if these were either added into the event view OR if we could build a List on constituents who are attending an event, bring in some of the event info (guest of, ticket type), and also these fields.

  • Krista Lippert
  • Aug 14 2019
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  • Admin
    Samantha McGuin commented
    September 06, 2019 15:39

    Hi! Thanks for adding this suggestion! I'd be interested in hearing if you'd like to see all current fundraisers in the Participant list, or a specific category of fundraisers only? Since fundraiser/solicitor type is a user defined code table, this is where its gets a little difficult - so any additional info anyone voting on this could add will be helpful!

    Samantha McGuin
    Principal Product Manager, Events