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Deleting an "Attendee" from C&P Event

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  • #16
    I am having trouble deleting an attendee from the event. All related records having been deleted but inventory sold still says 1. Could you please provide assistance?

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    • #17
      Good day Kmikula

      May I ask what you mean by: "all related records having been deleted"

      That statement worries me a bit.. that tells me you have deleted it yourself going through various objects.

      Have you deleted this manually or deleted it using the button in event to perform this action?
      Regards,
      Click & Pledge Support Department

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      • #18
        I have done this manually. It is a test record so will have no effect from a data stand point. Could you direct me to the 'delete' button in event management as well as tell me how to resolve the inventory issue?

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        • #19
          Good day Kmikula

          I tried to locate your Salesforce instance but could not find an instance with name: Wealthy Habits (as shown in your profile). Please let us know your Salesforce Org ID so we can review your installed versions.

          As for how to delete a transaction:

          Attendees cannot be deleted - only the registrations can be deleted. Deleting an attendee will create orphaned records in the system so please follow what is shown below to remove future registrations.

          Test registrations may be deleted using the "Delete Test Registration" button as shown below:

          Click image for larger version

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          Registration may also be deleted by going to the registration record and cancelling the registration. Click on the name of the person in the "Name" column and delete the registration:

          Click image for larger version

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          Hope this answers your question.

          Given you have deleted the records manually, none of our triggers have run so the inventory has not been updated. At this time there is way to adjust the inventory other than writing a query and updating the physical record. We can do this for you but need access to your account.

          Once we have access we can review the record and update it as required. We need more details as to which registration, which record and given you have deleted the registration, what the adjustment should be.

          Please let us know if we can be of more help.

          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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          • #20
            I don't see the delete feature. Do we need to update our version? Thank you. The event I am referring to is '7/25 Emory HS'.

            Jonathan D. Rosen Family Foundation
            Org Id: 00DG0000000C8E3
            C&P Account #: 31124

            A few additional questions:

            1) I need to be able to create different contact record types: 1) Attendee (Student record type) 2) Registrant (Parent record type). I understand this is through WID# but how do I set this up?
            2) How do I update the mapping for fields on the registrant form? I am trying to map over "How did you hear about us?" to the Referral 2016 picklist field in Salesforce. I need to do this for phone number as well. Currently, C&P is mapped to 'Mobile' but I want it mapped to 'Phone' on contact.

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            • #21
              Following up from my previous post, is there any update here regarding questions above? Thank you.

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              • #22
                Good day!

                This question was posted in a different post. Please see: https://forums.clickandpledge.com/fo...ct-record-type

                Is this question related to you? it was just a bit strange that both posts are the same question.

                Currently the record type cannot be set for event. It is a feature that will be added in release 10.x, due out next year.

                Mapping registration information (REGISTRANT) may be done just like any other question mapping by adding the question to the registrant form (not attendees) and then mapping it in the C&P Settings > Custom Mapping.

                Please see: http://help.clickandpledge.com/custo...custom-mapping

                Please let us know if the above answers your question & sorry for the confusion between your question and the other post.
                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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