Guest & host attendance "roll-up" or visual indicator on Host's constituent record

everyone so far loves the ability to connect the same non-constit. record for multiple constituents &  events - if we upgrade them to full record, it now retains their history of events & relationships with us. It's also much more accurate.

 

HOWEVER, for events it's tricky because, particularly for a non-constituent spouse, there's no way to see if the non-con relationship has been attending events sometimes for years (and in the case of a not-spouse, if they're thus a great prospect).  We have also had hosts have to cancel but most of their table still attends. In that case, we have no idea unless we open each event record whether a particular guest has been attending. I suggest a simple indicator of y/n or a dot/asterisk on the event line of a constituent record to show that at least one of the guests of the host record did attend.

  • Crystal Shreve
  • Aug 27 2019
  • Reviewed: Voting Open
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  • Alex Bishop-Thorpe commented
    May 19, 2020 05:07

    I agree!

    This is also a bit of a gap for Organisation records.

    We record Organisation Contacts as Guests of a particular Organisation record. We dont mark the Organisation itself as having attended, because this then artificially inflates the number attended - Orgs dont take up seats, but they do have Guests.

    Right now, looking from the Organisation Record, you cant tell which guests attended the event without clicking into the full Participant record.