Include constituent codes filter in events participant lists

When organising a company-wide event and extending invitations to various individuals from different teams, each with their own constituent codes, it becomes a significant challenge for the event coordinator to discern the team affiliation of each guest. For instance, it's often unclear whether a guest is a major donor, a corporate partner, a community fundraiser, or T&F guest. Implementing a column for filtering constituent codes would greatly simplify the event management process.

  • Guest
  • Sep 25 2023
Events
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  • Elizabeth Anders commented
    November 02, 2023 20:59

    I usually put list segmentation into the Participant Type (Participation) field which is one of the available columns in Participant Lists. It's also visible in both database and web view.

    Another option is to add a Participant Attribute (database view and visible both places) or Participant Option (web view and only visible in web view). Participant Attributes are not available fields for web view list but Participants Options are.

    Hope this helps either long term or short.

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