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Custom Question in Event Management

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  • Custom Question in Event Management

    We asked people what dietary restrictions they have for one of our events using a custom question in Event Management. Where do we see the answers?

  • #2
    Good day,

    For Registrant Custom Question and their answers:

    -You can run a report by clicking on 'Registrant Information' under 'Reports' section at Dashboard which includes the transaction and custom information.

    -If contact is created for registrant, you can view their question and answer in ‘C&P Custom Questions’ related list of respective contact.

    -At C&P Transaction Detail page.

    For Attendee Custom Question and their answers:

    - You can run a report by clicking on 'Attendee Information' under 'Reports' section at Dashboard which includes the transaction and custom information.

    - If contact is created for Attendee, you can view their question and answer in ‘C&P Event Attendee Custom Information’ related list of respective contact.

    -You can also view the answers under ‘C&P Event Attendee Custom Informations’ related list at C&P Event Registered Attendee Detail page.

    Please let us know if we can be of any further assistance.

    Thanks,
    Support Team
    Thanks,
    Support Team | Click & Pledge


    FREE and PREMIER SUPPORT: Learn More at http://www.clickandpledge.com/support/
    OFFICE HOURS: Want your questions answered in a live webinar session? Join us any weekday from 3:30-4:30 EDT. https://www3.gotomeeting.com/register/551105206

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    • #3
      When you say "at Dashboard" are you referring to the Event Management dashboard or Salesforce home page? When I click on the reports in event management it does not display the custom question for registrants or attendees.

      Comment


      • #4
        Good day,

        Yes, at Event Management dashboard you need to download the reports by clicking on "Registrant Information" and "Attendee Information". Please see screenshots below:

        Click image for larger version

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        Once you clicked on any one of the report, you will see download option:
        Click image for larger version

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        Please check and let us know if we can be of any further assistance.

        Thanks,
        Support.Department

        Comment


        • #5
          When we click on those reports we do not see the custom question information. Can someone please take a look? I will grant access right now.it is the wine tour event on February 4th
          Last edited by [email protected]; 01-30-2014, 11:40 AM.

          Comment


          • #6
            hello? We need to give this information to the restaurant in a few hours. Please help

            Comment


            • #7
              Good day!

              I am going to arrange for a GoToMeeting session to help with this issue.

              You will hear from us shortly.
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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              • #8
                Thanks...today? Soon?

                Comment


                • #9
                  Good day!

                  We have called Jesse today and left a message. Is there anyone else we should call?
                  Regards,
                  Click & Pledge Support Department

                  On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                  Join us @ the educational webinars: https://clickandpledge.com/webinars/
                  Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                  Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                  Comment


                  • #10
                    Good day!

                    Just got off the phone with Jesse and he has all the information he needs.

                    Please let us know if we can be of any further assistance
                    Regards,
                    Click & Pledge Support Department

                    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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