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Attendee title not populating the contact Title field

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  • Attendee title not populating the contact Title field

    Hello. When filling out attendee information during event registration, there is a title field. However, the value is not being set in the resulting contact's Title field in Salesforce. Client is using Event 3.1

  • #2
    Good day @DMCheng,

    Title field: are you referring to a field that is mapped in the "Registration Sites > Form Fields" or is this a custom question?
    Regards,
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    • #3
      Ah, I see how it's done in Registration Sites > Form Fields, that answers my question. thanks

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      • #4
        Actually there is still a problem. For each level, I do have a custom field called Job Title that is mapped to the contact Title field. For the registrant, I do not have a custom job title field at all. If the attendee and the registrant are the same person, the contact in Salesforce does not get the title value entered for the attendee.

        It only works if I create a custom job title field for the registrant and map that to the contact field.

        It would be better if the registrant did not have to enter his title the second time if he is also an attendee.

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        • #5
          Good day @DMCheng,

          The custom questions do not move from attendee to the registrant. The title as a contact field should work.

          Please note that if a contact exists we do not update the contact as we never touch existing data. We simply create an alias with the all the fields if different. If the contact does not exist then all info will be added to the new contact.

          Are the contacts you are testing existing contacts or new contacts?
          Regards,
          Click & Pledge Support Department

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

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          • #6
            I'm testing with a new contact. So that means the registrant contact is created first, and then the attendee contacts are upserted?

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            • #7
              Good day!

              So this means the attendee information will be added as an alias to the first contact.

              if you go to the alias record you will see the title there.
              Regards,
              Click & Pledge Support Department

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

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              • #8
                OK. Can you tell me the custom object API name that holds the Additional Matching Fields data for the C&P contact alias? See screenshot.
                Attached Files

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                • #9
                  Good day @DMCheng,

                  May I ask that you post the image as a JPG file. This forum shrinks PNG images and it is almost impossible to read them.

                  Once we have the full image we will provide you with the requested information.
                  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/
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                  • #10
                    How's this? Click image for larger version

Name:	Screen Shot 2015-08-14 at 10.28.41 AM.jpg
Views:	424
Size:	62.5 KB
ID:	18510

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                    • #11
                      Good day @DMCheng,

                      Sorry for the late reply. I totally forgot to update this post.

                      Alias info is stored in the Contact Alias object in the "Alias Contact Data" field.

                      API Names are

                      ObjectName : CnP_PaaS__Contact_Mail_ids__c
                      Field Name : CnP_PaaS__Alias_Contact_Data__c

                      The info is in XML format.

                      Since there are different fields that may be also included in the post we do not save the info in a field but as XML.

                      Hope that answers the question.
                      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/
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                      • #12
                        This post helped me. I didn't realize that contact fields would be put in an Alias Record if they are for the Attendee.

                        Is there any way to batch process Alias records? So that the "Copy to Contact" can happen for many records at once?

                        Better: is there a way to auto-update an existing contact in this case instead of holding in an Alias? I understand there is a risk with data overwriting, but I would accept that risk in the face of going into 1000 records and clicking "Copy to Contact".

                        Thanks for the great support!

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                        • #13
                          Good day!

                          This information will be put in the Alias only if the contact exists. New contacts will have this information added to the contact record.

                          Alias Management is not hard to do but extremely prone to corrupt the database. We can add that with massive warnings on the page .. will add it as feature request for the 10.x release.
                          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/
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                          • #14
                            That would be great! I understand the risks. The basic information C&P Settings information seems to import for a new contact but attendee fields seem to go to the Alias even if it is a new contact. Maybe that will change in the upcoming release, but if not it would be great to have batch processing of those non-custom questions (just text field >> text contact field).

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