Use the Attendee Guests sub-tab to maintain details of the guests of the invited person.
Also see Events Maintenance - Current Attendees tab, which includes details of the Attendee Details sub-tab.
Note: Use the Attendee Details sub-tab to maintain details about those people directly invited to attend the event, including their spouse. See Events Maintenance - Current Attendees tab - Attendee Details sub-tab.
Opening the Attendee Guests sub-tab
Events Maintenance - Current Attendees tab - Attendee Guests sub-tab key fields and buttons
Current Attendees tab fields and buttons
Fields
Field |
Description |
---|---|
Only Show Attendees with no Status |
Select to only display attendees that do not have a status. Attendees are given a status when they reply to an invitation. Tip: Use this field to get a list of attendees who have not yet replied. |
Status |
Display only those attendees with a given status:
|
Count |
Number of primary records in the event. |
People |
Number of people in the list, including guests. Tip: Use the Status field to get counts of all those attending an event. |
Grid area fields
Field |
Description |
---|---|
Name |
Name of the person or couple invited. |
Status |
Current status of the invited person or couple. |
Guests |
Number of guests the invited person has registered. |
Address |
Address of the primary person invited. |
ID |
Synergetic ID of the primary person invited. |
Buttons
Button |
Description |
---|---|
Refresh the attendees displayed in the grid area, after first selecting the Status field (above the grid area). |
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Add or delete community members to an event in bulk. The Events Bulk Add/Delete window is almost identical to the Communications Bulk Add/Delete window. See Adding or deleting community members to communications in bulk. |
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Add a community member to the current event, using the Find Name on Community window. |
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Delete the highlighted attendee from the current event. |
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Launch into Community Maintenance for the primary contact of the highlighted donor or prospect. See Maintaining community members in the Community manual. |
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Launch into Development Maintenance for the highlighted donor or prospect. |
Events Maintenance - Attendee Guests sub-tab key fields and buttons
Grid area fields
Field |
Description |
---|---|
Surname |
Last name of the guest. |
Preferred |
Preferred (first) name of the guest. |
GuestID |
Synergetic ID of the guest, if they are found in the Synergetic database. Note: This field is blank if the Surname and Preferred name are for a guest not listed in Synergetic. |
OverrideTableNumber |
The table of the guest, if different from the primary person invited. |
Seq |
Sequence number of the guest, automatically generated by Synergetic. |
Fields
Field |
Description |
---|---|
ID |
Synergetic ID of the selected guest. Note: This field is blank if the guest does not belong to the Synergetic community. |
Title |
Title of the guest. |
Preferred |
Preferred (first) name of the guest. Note: You can type in the preferred first name of the person, if they are not listed in Synergetic. |
Surname |
Last name of the guest. Note: You can type in the last name of the person, if they are not listed in Synergetic. |
Email address of the guest. |
|
Mobile Phone |
Mobile phone number of the guest. |
Company |
Company name, if required. |
Industry |
Industry type, if required. |
Company Position |
Position of the guest in the company. |
Table No. |
Table number, if different from the primary person invited. |
Dietary Requirements |
List any special dietary requirements for the selected person. For example, the person may be a vegetarian. |
Physical Requirements |
List any requirements to cater for particular physical needs. For example, wheelchair access may be required. |
Buttons
Button |
Description |
---|---|
Add a community member to the current event, using the Find Name on Community window. |
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Delete the highlighted contact from the current event. |
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Find a community member to the current event, using the Enter the details to find the guest window. |
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Launch into Community Maintenance for the selected person. See Maintaining community members in the Community manual. |
Last modified: 9/10/2013 11:53:35 AM
See Also Events Maintenance - Current Attendees tab Events Maintenance - Current Attendees tab - Attendee Details sub-tab |
© 2013 Synergetic Management Systems. Published 15 October 2013.