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Deleting an "Attendee" from C&P Event

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  • CnP.Support
    replied
    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.

    Leave a comment:


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

    Leave a comment:


  • Kmikula
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    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:

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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:

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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.

    Leave a comment:


  • Kmikula
    replied
    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?

    Leave a comment:


  • CnP.Support
    replied
    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?

    Leave a comment:


  • Kmikula
    replied
    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?

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    As requested your account has been upgraded to the latest release.

    Please double check the C&P Settings to make sure all is as expected.

    Let us know if we can be of any further assistance.

    Leave a comment:


  • andrea@capecdp.org
    replied
    Please upgrade to the latest release

    salesforce org: 00Di0000000H8fk



    Originally posted by Support.Department View Post
    Good day!

    Earlier today the feature you have been asking for was released in the latest release.

    Please upgrade to the latest release. If you need help with the upgrade please let us know.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Based on other posts relating to this issue we are assuming this problem has been resolved. In other posts you have indicated you see the button after the upgrade.

    Please let us know if we can be of any further assistance.

    Leave a comment:


  • CnP.Support
    replied
    Good day @CoachMiami,

    Are you sure you have upgraded to the latest release?

    This release does not show as an upgrade in the C&P Settings since we want to make sure people read the release notes before upgrading.

    Please upgrade through the link provided in the release notes: http://forums.clickandpledge.com/showthread.php?t=2474

    Check the version number in the Salesforce Installed Packages- the version should be: 2.6000.22

    click to enlarge:
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    Once you upgrade go to the Registrations > Select a registrant > Delete Registration button should be there.

    Please let us know if this resolves the issue.

    Leave a comment:


  • coachmiami
    replied
    New release... are there help notes?

    I have upgraded to the new release but am having trouble seeing how to delete 'live' registrants. the 330 webinar does not seem to be working?

    thanks


    Originally posted by Support.Department View Post
    Good day!

    Earlier today the feature you have been asking for was released in the latest release.

    Please upgrade to the latest release. If you need help with the upgrade please let us know.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Earlier today the feature you have been asking for was released in the latest release.

    Please upgrade to the latest release. If you need help with the upgrade please let us know.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We at 99.9999% done.. trying to release it today.. if it does not go live today it will be early tomorrow morning.

    A notice will be posted to the News section. If you subscribe to that forum you will automatically be notified anytime we have an update.

    Here is the link: http://forums.clickandpledge.com/forumdisplay.php?f=25

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    All releases are announced in the News section immediately upon release.

    Sorry for the delay..

    Leave a comment:


  • andrea@capecdp.org
    replied
    Hello, was this update released already or will it happen overnight?

    Leave a comment:

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