add ability to filter events in the online portal (event registration transaction portal)

When we have hundreds of registrations for multiple events, it would be helpful to quickly access only those for a given event. That way we can prioritize our registrations.

  • Belinda Bailey
  • Mar 1 2022
  • Reviewed: Need Further Info
  • Attach files
  • Hillary Cote commented
    11 Apr 18:07

    Hi - I agree with Belinda, this would be useful. We don't need to prioritize (right now,) but it is difficult for us to know which event the person is registering for, and we can't assign an appeal accordingly.
    1. Constituent is registering for an event. Appeal is blank (Event registration forms don't assign appeal.

    2. We have to navigate to events and search for the record, or process with blank appeal and apply one after confirming the gift.


    We sometimes have four or five events at a time, and dozens of people registering at a time, (sometimes the same people registering for multiple events) so it is a lot of untangling. I feel like NetCommunity was must clearer in this process.

  • Belinda Bailey commented
    March 14, 2022 13:52

    We would like to be able to filter by event so that we can quickly process only registrations for that event. Currently we export to a spreadsheet to find the specific event then guess where they fall in the portal. For example, if registrations 7, 104, and 342 on our exported spreadsheet are for the event we want to process the we have to look at the portal and look near the beginning, then about 100 rows down, about another 240 rows down, etc,. to locate just the records we need to process quickly.

  • Admin
    Samantha McGuin commented
    March 11, 2022 21:11

    Hi!


    Can you give me more information into where you're looking for this to show up at? Event registrations route to their individual event automatically, so I'm a little unclear on what you're looking for and from where.

    Thanks for any additional info you can give!


    Samantha McGuin
    Principal Product Manager