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  • Attendee Information Report missing info after upgrade

    After upgrading the Events module this weekend, the Attendee Information Report, an important item, stopped displaying the contact name and email. The names and email addresses still appear for those who registered before the upgrade, but not for anyone who registered after the upgrade.

    Is this a bug in the new version? Or is there something that needs to be set differently in the new version to get these fields into the report?
    Attached Files

  • #2
    This is not a bug but a feature - let me explain:

    In this release we use the C&P Settings > Contact - see below:

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    If your setting is set to Semi-Automatic the attendees & registrants that are not found in the system will go into the C&P Temporary Contact - just like the payment system. This is the best part of the process since it makes it absolutely impossible to create a duplicate.

    Simply click on C&P Temporary Contact and find each contact and process them. You may match them against existing Contacts that have the same last name, same email, or lookup a contact using the lookup feature.

    Hope that makes sense. The entire reason for this upgrade was to incorporate the C&P Contact Settings with the Attendees & Registrants.
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      OK. That makes some sense. Unfortunately, C&P Support has been punting the transfer of my previous C&P transactions since I requested it around December 11th, so most of these people should already have been in the system.

      If I can ever get C&P Support to copy over my data, this might be a good feature.

      Comment


      • #4
        Good day!

        Here is the issue with the transfer and that is why it has taken a long time.

        After introducing the Contact Matching feature the importer could not be used and was removed from the system. The importer from our portal to Salesforce is quite complex and was only recently completed. It will be part of Version 7 due out ~Feb. 15.

        Support has the requests all in the queue and our team has been working hard to create an importer where everyone can do their own imports.

        I apologize for the delay but there is a reason and one that we will resolve with version 7.

        Version 7 will have 9 new & quite unique features. More on that later.
        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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        Comment


        • #5
          I checked C&P Temporary Contact but it is empty. No pending contacts. All of the registered attendees appear to have had been matched or new contacts created, as appropriate.

          Looking closer, the problems appears for me as the event module not adding attendee names to its "Contact" field (see attached.) I tried adding a few names to the contacts fields manually; they then appeared correctly with the name, email address and contact ID in the registered attendee report. However, the other post-upgrade attendees have their registrations appear as a line on the report, but without the name, email address or contact ID (i.e., just Date Registered and Registration Level appear.)

          What would cause this? How can I get the event contact fields to fill from the other input information for future registrations? And past registrations, since there are too many to add by hand?
          Attached Files

          Comment


          • #6
            Oh.. I think I answered your question partially. Sorry.. there is one other place you need to work with.

            Here are the steps:
            1. Go to the Event
            2. Go to the C&P Event Registered Attendees
            3. Also check Event Registrants

            Please note:

            The registrants are the people that are making the payment. Since they are making the payment they are handled by the payment application and as a result their temporary assignment is handled by the payment module through the C&P Temporary Contact.

            The attendees are not seen by the payment system and are purely handled by the Event module. Manage Temporary Contacts in the Event Registered Attendees will show you all the attendees in the Temporary holding pattern. The reason you will see the attendees once they are in the system is naturally because they are located. If they are not in the system they are being held in the Temporary Contacts for attendees as shown below.

            For convenience we have links to both Registrant & Attendee Temporary Contact management tab within each event. This is also accessible at each event level as well.

            See below:
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            Please check this and let me know if your attendees are there.
            Regards,
            Click & Pledge Support Department

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            Comment


            • #7
              Originally posted by Support.Department View Post
              Please check this and let me know if your attendees are there.
              This makes sense and fits with how I thought it was managing the transactions, but I don't have the same things appearing on the event screen. Specifically, I don't get the Event Registrant section or the Manage Temporary Contacts links on the event page. I tried to see if I could add them to the layout, but it seems to be managed, and thus not editable. Am I correct on that?
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              • #8
                You are missing the buttons.

                Here is what you should do to add those buttons:

                Step 1: Go to Events tab
                Step 2: Go to one of your events
                Step 3: Click on Edit Layout
                Step 4: Go to C&P Event Registered Attendees & click on "Related List Properties" wrench

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                Step 5: Click on the Buttons + sign in the pop-up window

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                Step 6: Add the appropriate button to the Related List
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                Step 7: Repeat this for "Event Registrant"
                Step 8: Go to an Event Level and repeat this procedure - for levels add "Manage Temporary Contacts for This Level"

                Let me know if you need any additional help.

                We have added this to our manual at: http://manual.clickandpledge.com/Sal...fications.html
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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