Allow editing of fundraiser field on event participant record

Please add a fundraiser field in the event participant record, as it is in the database view. Sometimes the fundraiser assigned to a prospect at an event does not match the fundraiser on the record. We need to be able to track and note these in NXT for our event reports, etc.

  • Sunshine Reinken Watson
  • Aug 19 2019
  • Reviewed: Voting Open
Events
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  • Sunshine Reinken Watson commented
    August 20, 2019 15:09

    Perfect, thanks!

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    Samantha McGuin commented
    August 20, 2019 15:06

    That makes sense - thanks for the screenshot! There are so many things hidden in database view, it's good to know that you are using that field to actually change and not just view. We are doing some design work in the coming months around adding the fundraiser information - I'll make sure we include this editing capability for consideration. I'm also going to edit the title of this Idea to distinguish it from just adding a viewable field, like we've heard in other Ideas in the past. Thank you!

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  • Sunshine Reinken Watson commented
    August 20, 2019 15:00

    The event participant record in the database view allows for a fundraiser to be assigned to that participant record regardless of who is assigned on the constituent record. They are not connected. I would like to bring that field into the webview.  I'm attaching a screenshot of the database view with this field circled. Does that make sense?

    Untitled.png
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  • Admin
    Samantha McGuin commented
    August 20, 2019 13:30

    Thanks for this idea, Sunshine. Are you looking to also be able to change the assigned fundraiser from the ones assigned to that constituent, for that event only? Or would you note any difference in the assigned fundraiser for that event only in something like a comment or notes field?

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