Use the Guests sub-tab to maintain details of the guests of the prospect or donor that is attending the event.
Also see Events Maintenance - Current Attendees tab (on page ) which includes details of the Attendee Guests sub-tab.
Opening the Guests sub-tab
To open the Guests sub-tab:
- Select Module > Development > Development Maintenance from the main menu.
The Set Development Search Criteria window is displayed.
- Select the donor or prospect. See Searching for donors and prospects (on page ).
The Personal tab of the Development Maintenance window is displayed.
- Click the Current Events tab.
The Details sub-tab of the Current Events tab of the Development Maintenance window is displayed.
- Click the Guests sub-tab.
The Guests sub-tab of the Current Events tab of the Development Maintenance window is displayed.
Development Maintenance - Current Events tab - Guests sub-tab key fields and buttons
Grid area fields
Field |
Description |
---|---|
Surname |
Last name of the guest. |
Preferred |
Preferred (first) name of the guest. |
GuestID |
Synergetic ID of the guest, if they are found in the Synergetic database. |
OverrideTableNumber |
Table of the guest, if different from the primary person invited. |
Seq |
Sequence number of the guest, automatically generated by Synergetic. |
sqlcEmail |
Email address of the person or couple invited. |
sqlcMobilePhone |
Mobile phone of the person or couple invited. |
Fields
Field |
Description |
---|---|
ID |
Synergetic ID of the selected guest. |
Title |
Title of the guest. |
Preferred |
Preferred (first) name of the guest. |
Surname |
Last name of the guest. |
Company |
Company name, if required. |
Email address of the person or couple invited. |
|
Mobile |
Mobile phone of the person or couple invited. |
Industry |
Industry type, if required. |
Company Position |
Position of the guest in the company. |
Table No. |
Table number, if different from the primary person invited. |
Dietary Requirements |
List any special dietary requirements for the selected person. |
Physical Requirements |
List any requirements to cater for particular physical needs. |
Buttons
Button |
Description |
---|---|
|
Find a community member to the current event, using the Enter the details to find the guest window. |
|
Launch into Community Maintenance for the selected person. |