Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-2903 Being Able to Add Events on to Constituents Records.

Add Event Participation directly from Constituent's Record Merged

The ability to add an event registration directly from the "Event Participation" tile on a constituent's profile versus having to add them through Participants on the Event record

  • Nikki Long
  • Aug 17 2020
  • Reviewed: Voting Open
  • Nikki Long commented
    August 18, 2020 14:49

    @Samantha McGuin, the type of user that would benefit from this change are all event coordinators as well as general support staff who help take registrations over the phone for events. Often times when a person calls to register for an event, we are getting/confirming more information that just the particular registration such as guest information, address/phone/email updates, and sometimes the individuals even have additional questions about their own information so it would be easier to go to the constituent's profile rather than through the event record in RE NXT. This would typically occur prior to the event so it would be adding people who had been invited (or sometimes there's no invitations and it's an open event) and their guests, but sometimes it is after the event occurs where a person showed up and we need to add that information in. We can go through the events section, but it is more cumbersome if there are additional updates to apply to the constituent record. This would be especially helpful for organizations too since we are often taking names of everyone at a table that would representing organizations.

  • Admin
    Samantha McGuin commented
    August 18, 2020 14:22

    Thanks for this idea! I have a few followup questions for you on this:
    1. What user would most benefit from a change to allow this? Does this user also typically work with event records?
    2. At what point in an event would this typically occur? Are you trying to add people that were invited, that had been registered, or had attended but were not listed from the event already?