Search for participants in the event list view to see what event records they're on.
Sometimes we need to create a new record for a non-constituent (usually a trustee's gala guest) that becomes a major gift prospect. Since we can't merge noncon participant records, doing a name search for that brings back all of the event records they are participants of would allow us to go back and add the new constituent record to it.
Similar to how Google Drive searches both titles and content of google docs and sheets.
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Crystal Shreve
- Aug 27 2019
- Reviewed: Voting Open
Related ideas
Yes, having a quick search of event participants across all event would be a huge help. Now I have to scower each event looking for partipants. Also allowing non-constituent records to be merged together would be a huge help. Right now multiple non-constituent records exist for many event guests.
Oh, yes, a way to identify many event participants as the same individual, the way we can with non-constituent relationships, and then link them to a constituent record would be fantastic!