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Editing Attendees

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  • Editing Attendees

    If a registrant purchases a table for 10 but does not know who they are bringing yet, I want the event to be anonymous so they can proceed to payment without listing attendees. Then the registrants will let me know who their attendees are closer to the event, offline. I want to go in and edit all the attendee names (which default to just the registrants name repeated) to the actual attendee names. How do I do this?

  • #2
    Good day @[email protected]

    Create a Named Event. Use labels and description fields to suggest to the Registrant that they enter Guest and a number as the First Name, and their full name as the last name (or something along those lines).
    When Temporary Contacts are created for an Event, they are created for both Registrants and Attendees (and if a registrant IS an attendee- there is one temp contact for each). Do not match the Temporary Contact to a Salesforce Contact until you have the actual name of the guest. You may edit the Attendee name under Event Management > Event Name > Registrations>Click ok Attendee Name and edit the Contact Details, and THEN process the Temporary Contact.
    Regards,
    Click & Pledge Support Department

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    • #3
      I don't think this is a good option. We will have older donor who will be super confused having to wrote Guest 1 then Their full name and Guest 2 and their full name TEN TIMES. Maybe we need a work around where the tables for 10 are put into the system as only 1 attendee and then we manually add free attendees when we get their tables lists?

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      • #4
        Sorry, that is not possible.
        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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