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Events Maintenance - Current Attendees tab - Attendee Guests sub-tab

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

Events Maintenance - Current Attendees tab (cut down)

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:

  1. Select the status.
  2. Click Refresh button.

    Note: This Status field is used to select records to view, whereas the other Status fields in the grid and on the Attendee Details tab relate to each attendee.

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 button

Refresh the attendees displayed in the grid area, after first selecting the Status field (above the grid area).

Bulk…

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.

Events Bulk Add/Delete window

Add button

Add a community member to the current event, using the Find Name on Community window.

Find Name on Community window

Delete button

Delete the highlighted attendee from the current event.

Launch button

Launch into Community Maintenance for the primary contact of the highlighted donor or prospect.

See Maintaining community members in the Community manual.

Launch Development button (...D)

Launch into Development Maintenance for the highlighted donor or prospect.

See Maintaining donors and prospects.

Events Maintenance - Attendee Guests sub-tab key fields and buttons

Events Maintenance - Current Attendees tab - Attendee Guests sub-tab (cut down)

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

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 button

Add a community member to the current event, using the Find Name on Community window.

Find Name on Community window

Delete button

Delete the highlighted contact from the current event.

Find button

Find a community member to the current event, using the Enter the details to find the guest window.

Enter the details to find the guest window

Launch button

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.

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