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There is no Event Listings data!

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  • There is no Event Listings data!

    Just starting work on the Event Management module so I have a few questions. (thanks for the setup!!)

    a) I have put in a few events and created an event listing page using the default template. So far so good. However, how do I make the listings visible on the listing page?

    b) There seems to be only one template for the event itself, with a giant blue box. Are there other templates to use? Where? Or do I start from scratch to design one using the codes?

    c) TO see the list of attendees at an event, or enrollees, I understand that I click on the Registration under event. Is there any way to put such a "report" in the Reports tab in the Salesforce (as opposed to c&p) interface? Any way to edit the report fields? I'm setting this up as a course registration system, and don't need all the Ticket info etc.

  • #2
    Update: figured out the viewing of the event listings.

    But the format of the Registration report is a problem for me. I want to be able to have the phones and emails in the registration listing - since this is registering for COURSES, the course professor needs to have the list to contact his students, as do the office workers who deal with wait lists, etc. I thought there was a place for a SKU and/or a campaign in the event layout, and if that were filled at the time the event was created, then I could use it to identify class members - but in the latest release of a few days ago (unlike the release in the videos) there is no such identifier. Also the reports in the Salesforce Reports tab don't have the data (from the Salesforce Contact object) I need. Finally, is it possible to import Event details from a spreadsheet?

    I appreciate that there is a new release rolling out. But I'd like to know what to expect or at least a hard hat to wear... ! thanks for your help.

    Comment


    • #3
      Good day!

      The new report pulls the data from Contact & Event so you will have access to it in the Salesforce Reports. The due date for the release is the week of Feb. 15.

      If you want we can login to your account and add the report so you can use it now. If you want us to do this please grant us login access and let us know your Salesforce Organization ID. We will take care of it of you.
      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


      • #4
        You all are fantastic! You have the login granted, and sf id is 00D36000000Hnko

        Thank you so VERY MUCH!!!

        Comment


        • #5
          Good day!

          We created a report for you called: C&P Event Attendees Contact Information

          Click image for larger version

Name:	2016-02-04_9-36-36.jpg
Views:	6
Size:	59.8 KB
ID:	21891


          Please go to the report and click on Edit and set the filter based on the Event Internal Name.


          Click image for larger version

Name:	2016-02-04_9-34-08.jpg
Views:	6
Size:	89.0 KB
ID:	21890



          Please test it and let us know if you wish to see other changes. Please note that the fields are all available to you as seen on the left hand side, so you may add to the columns as needed.
          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


          • #6
            Almost perfect. I may holler for more later; startdate and enddate would be helpful, but this is really good. THANK YOU for being so prompt and helpful!!

            Comment


            • #7
              Good day!

              You may add any new parameter as filters. Simply add filters and they should work.
              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

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