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event management - list of attendees by event

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  • event management - list of attendees by event

    In Salesforce, once the events have been submitted by C&P, is it possible to generate "class lists" of the attendees? How about limiting enrollments? I haven't used the C&P Event Management module before but am planning on doing so if it looks like it will meet my needs... Is it possible to set up a "discount" for enrollment in a second class?

  • #2
    Good day!

    The report will provide detailed information about all attendees and their answers to questions.

    You may offer discount based on quantity or based on price as well as levels with dates, coupon codes, etc.

    Hope that answers your question.
    Regards,
    Click & Pledge Support Department

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

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    • #3
      Good day!

      I just reviewed your account for: Monhegan Museum and you are on a very old release. You also do not have event installed.

      Click image for larger version

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      The API Class Library is in release 4.x and the Payment system is in release 9.1.

      I strongly recommend that you upgrade to the latest release. If you wish to install the event just let us know since it involves a lot of permission settings during the post-installation. We can do it for you at no charge as it is a free service for all clients.

      If you wish to be upgraded please grant us login access. Instructions are included at the top of this forum channel.
      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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      • #4
        You're quick as always. Yes, it is an old release on the museum site. However, what I am looking at is using the c&P plus SF for another organization entirely - a senior college which would use the Donor Management package as in the Museum, and also the Event Management package. Using "events" to mean "courses to enroll in" . There's no point in considering it if we can't have class lists. I'd love to discuss this privately..

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