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  • Event custom questions

    Hi,

    This org - 00D0b000000uTCM - is using event management and the events include custom questions that we would like to map to the contact record. Is this possible? Can you direct me to documentation explaining how to accomplish this.

    Login access granted. You can look at any of the active events for reference.


    Thanks,

  • #2
    Good day @ctugwell

    Yes, you may map the Event custom questions into the following three objects: Account, Contact, and Opportunity and here is the KB article: http://help.clickandpledge.com/custo...ticles/1164713

    Please note that the custom questions of Attendee/Level cannot map, only Registrant custom question can be mapped.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thanks. I'm trying to adjust the custom question from Attendee to Registrant, but the system won't allow me to do this. Is this possible?

      Can you take a look at the event Tax Prep for Artists and see if they can be adjsuted? Is there a way to mass move the custom questions?

      Chris

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      • #4
        Good day @ctugwell

        Please note that once a custom question assigned to a Registrant or Attendee, it can not be changed the Question Applies either to Attendee nor Registrant. You need to create a new custom question. You may change the Question, Answer Type, Section, Visible, Required and Default Value, but not the Question Applies to Registrant or Attendee.
        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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