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Table Hosts and Table Assignments

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  • Table Hosts and Table Assignments

    I can't seem to find information about Table Hosts & Table Assignments. Assuming we'll be able to have an in-person event this Spring,
    1. Is there a way to designate who table hosts are?
    2. Is there a place on the registration form for people to select a table host?
    3. Is there a way for us to move people from tables on the back end?
    4. Is there a way to check people into the event by table?
    5. Is there a way to create a table chart for the venue?
    Thanks

  • #2
    1. Is there a way to designate who table hosts are?
    I would suggest that you modify the labels for the Attendees under Event Name > Additional Information > Levels > Sponsor Level like so:

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    Another approach you could use would be to create a custom question for Table Host. If you know these hosts in advance, set up the question as a picklist. If you don't, you could create the custom question as text the user can enter, but of course, it is more difficult to manage whatever a user writes in because that has to be evaluated manually.

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    2. Is there a place on the registration form for people to select a table host?

    You can create one in one of the methods suggested above.

    3. Is there a way for us to move people from tables on the back end?


    If you chose the option above to use a Custom Question to set the value, you can edit the attendee's answer from the Contact record's related "C&P Event Questions & Answers" list.

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    (you may need to get your Administrator to add the C&P Event Questions & Answer list to the Contact layout)

    There is also a "Seat Number" field that your Administrator can add to the C&P Event Registered Attendee object's "Attendee Fields" field set - then you can record a seat number on your Attendee Detail screen. But this is the extent of seat management included with the current version of Events.

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    (will answer the rest in another post...)
    Regards,
    Click & Pledge Support Department

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    • #3
      4. Is there a way to check people into the event by table?

      No, although this is planned for a future release

      Is there a way to create a table chart for the venue?

      No, although this is planned for a future release
      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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