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Question about event registration showing in SF

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  • Question about event registration showing in SF

    I have an event that just opened and when a person registers their family member that registration is not showing on the family members record. The registrant listed the family member with a different email address. So I used the merge function to capture the new email. Why if I used the merge with would it not show that individual as a registrant for this event. How can I get this registration to show on this persons SF record. Thanks for the help.

  • #2
    Good day!

    Sorry but I am a bit confused about the question.

    Please let us know the event name and the registrant so we can review the setting and the event.

    If the event is a named event and the person has entered the name of the registrant the event has to have the person listed in the registrant record. Is the event a named event?

    Please grant us login access and more information so we can review your setting.
    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/
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    Comment


    • #3
      Sorry to be confusing. It's a confusing issue.. I normally would just attend office hours to get something like this answered, but there are no office hours this week. I have granted C&P a week access. The event is call P/F/F registration. The person that registered was Susie Picart. She registered herself and her husband Jose Picart for our conference. His registration went into temporary contacts because Susie had used a different email address for him than the one we have on file. When I went to process the temporary contact I used "Merge with" so that the email address would then be attached to his account as an alias, which worked. The problem lies in that if you go to Jose's contact record nothing is showing on the C&P event registration. It doesn't live on Susie's account either, just shows up as a gift. It does show him as an attendee in the C&P events module. I hope that helps to clear up any confusion. If you would like to talk by phone if you have question I can be contacted at 513.777.6889. Thanks for your help.

      Comment


      • #4
        Good day!

        Sorry for the inconvenience. Our team is in Denver at a conference and we had to cancel the support hour.

        I have forwarded this to our event team and will update this 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

        Comment


        • #5
          Good day!

          We have added 2 related lists to your Contact layout. Please see below:

          URL: https://na34.salesforce.com/0036100000UHA8MAAX

          Click image for larger version

Name:	attendee.jpg
Views:	8
Size:	39.1 KB
ID:	24300


          URL: https://na34.salesforce.com/0036100000UHAxCAAX


          Click image for larger version

Name:	registered.jpg
Views:	8
Size:	38.5 KB
ID:	24301


          Please let us know if we can be of more 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

          Comment


          • #6
            Thank you that is great!!

            Comment

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