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Customizing Check In Feature

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  • Customizing Check In Feature

    Hello,
    I was hoping it was possible to customize the Check-In and Check-Out function of Click and Pledge Events for Salesforce so that only tickets which were purchased (and not invoiced) would populate the feature. If it is not possible to filter this function any help with devising a work around would be appreciated. Thank you!

  • #2
    Good day!

    This is a good idea but it is not currently a feature in 2.6x.

    The feature needs to be set up as a Settings so admin can set up which payment methods should be posted to the Swiper1. The distinction should be made with the payment method so one has the flexibility to choose.

    I am not sure how you can do that now with the way it works ..
    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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    • #3
      Ok. Thanks for the response!

      Comment


      • #4
        Hello again,
        It looks like I will an absolute need to remove some individuals from the Check-In Check-Out function provided by C&P Events. If I were to manually delete the relevant records in the Registered Attendees Object, would that stop the individuals from populating? Additionally should I be aware of any pitfalls pursuing a solution in this vein? And finally, if the Object I stated is not where C-I-C-O gets its records could you please inform of where it does? Thank you for your help.

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        • #5
          Good day!

          If you really have to do this then you may want to create a tab for the Event Attendee object and set the Status to Decline. These attendees won't show up in Swiper1. For the manual check-in-out the attendees will appear but the button will be disabled.

          Click image for larger version

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          Let us know if that helps with your issue.
          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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