Use the Details sub-tab of the Current Events tab to maintain details of events that the donor or prospect is attending.
Development Maintenance - Current Events tab - Details sub-tab key fields and buttons
Current Events tab fields and buttons
Grid area fields
Field |
Description |
|
---|---|---|
Event
|
Code |
Code referring to the event. |
Description |
Description of the event. |
|
Status |
Status of attendance for the selected person. |
|
Attendee Date/Time
|
Start |
Start date of attendance for the selected person, if different to the start date of the event. |
End |
End date of attendance for the selected person, if different to the end time of the event. |
|
Hours |
Number of hours which this person is able to attend. |
|
Comment |
Any comments relating to this person's attendance at the event. |
Buttons
Button |
Description |
---|---|
Add a new event to the grid area, using the drop-down list in the Select Event Code window. |
|
Delete an event from the grid area. |
|
Launch into the Events Maintenance window for the highlighted event. See Maintaining events. |
Details sub-tab fields
The fields displayed correspond to the selected record in the grid area.
Fields
Field |
Description |
---|---|
Status |
Status of the attendee. For example, whether attending or unable to attend. Note: This Status field relates to each attendee, whereas the other Status field above the attendees grid is used for selecting records to view. |
Primary Only |
Select to include the primary attendee only. Note: This field is not editable. The default is to include the attendee and their spouse, if they have one. |
Bulk Movable |
If selected, this attendee can be moved to the Past Attendees tab once the event is concluded. Clear if you want this guest to remain in the Current Attendees tab. For example, staff members can attend multiple events. |
Table Name |
Name that the table is known by, if tables are used at the event. For example, tables can be given humorous names for a trivia night event. |
Table Number |
Nominate the table that the attendee is seated at, if numbered tables are used at the event. |
Table Captain |
Select to indicate that the attendee is the nominated leader for the table, if tables are used at the event. |
Cost |
Cost of each type of ticket. The costs are defined using the Attributes tab of the Events Maintenance window. See Events Maintenance - Attributes tab in the Development manual. |
Tickets |
Number of tickets issued to the attendee. |
Deposit Rcvd |
Amount of the deposit received. |
Total Rcvd |
Total amount received so far. |
Comment |
Add any general comments about the attendee and their guests. If a person was bulk added, this field also contains the line number and constituency, to differentiate bulk-added groups. For example, the first group that is added into the communication has line number 1 and their constituency, and so on. |
Details sub-tab - <Attendee's name> sub-sub-tab fields
Select the attendee you want to maintain then update the following fields, as required.
Field |
Description |
---|---|
Dietary Requirements |
List any special dietary requirements for the selected person. For example, the primary person may be a vegetarian while their partner may be a vegan. Note: This field is automatically populated with the value from the Dietary Requirements field on the Other tab of Community Maintenance. See Community Maintenance - Other tab in the Community manual. |
Physical Requirements |
List any requirements to cater for particular physical needs. For example, wheelchair access is required. Note: This field is automatically populated with the value from the Physical Requirements field on the Other tab of Community Maintenance. See Community Maintenance - Other tab in the Community manual. |
Details sub-tab - Times sub-sub-tab fields
Field |
Description |
---|---|
Start Date |
Date if the starting date of the person's attendance is different from the event's starting date. For example, an event can cover several days but the person only attends for part of the event. |
End Date |
Date the person finishes attending the event, if this is different from the event's end date. For example, an event can cover several days but the person only attends for part of the event. |
Hours |
Number of hours the attendee attends the event. |
Details sub-tab - Tickets sub-sub-tab fields
Field |
Description |
---|---|
Ticket type |
Lists all the types of tickets available for this event. For example:
The ticket types are defined using the Attributes tab of the Events Maintenance window. See Events Maintenance - Attributes tab. |
Cost |
Cost of each type of ticket. The costs are defined using the Attributes tab of the Events Maintenance window. See Events Maintenance - Attributes tab. |
Override |
Select to override the ticket price. For example, offer a discount to this particular attendee. |
Details sub-tab - Attributes sub-sub-tab fields
Set any user-defined attributes for the event. For example, the attendee or their spouse:
The fields that appear on this tab are the attributes for the event that are defined using the Attributes tab of Events Maintenance. See Events Maintenance - Attributes tab.
Last modified: 11/07/2016 11:52:18 AM
See Also Development Maintenance - Current Events tab Development Maintenance - Current Events tab - Guests sub-tab |
© 2016 Synergetic Management Systems. Published 16 September 2016.