Events Maintenance - Current Attendees tab - Attendee Guests sub-tab

Use the Attendee Guests sub-tab to maintain details of the guests of the invited person.

Also see Events Maintenance - Current Attendees tab, which includes details of the Attendee Details sub-tab.

Note: Use the Attendee Details sub-tab to maintain details about those people directly invited to attend the event, including their spouse. See Events Maintenance - Current Attendees tab - Attendee Details sub-tab.


 Opening the Attendee Guests sub-tab

To open the Attendee Guests sub-tab:

  1. Select Module > Development > Events Maintenance from the main menu.

    Tip:
    You can also access the development functions by clicking .

    The Set Events Search Criteria window is displayed.



  2. Select the event. See Searching for events.
    The Event tab of the Events Maintenance window is displayed.
  3. Click the Current Attendees tab.
    The Current Attendees tab of the Events Maintenance window is displayed.

    Note: The Attendee Details sub-tab is displayed by default.

  4. Select the Status field and click , if required.
  5. Select the person or couple invited and update as required. See Events Maintenance - Current Attendees tab - Attendee Details sub-tab.


  6. Click the Attendee Guests sub-tab.
    The Attendee Guests sub-tab of the Current Attendees tab of the Events Maintenance window is displayed.


Events Maintenance - Current Attendees tab - Attendee Guests sub-tab key fields and buttons

Current Attendees tab fields and buttons


Tip: You can use the Name search bar field to quickly find attendees.

Fields

Field

Description

Name

Name of the attendee.

Status

Display only those attendees with the attendance status selected from the drop-down list.

Note: This Status field is used to select records to view, whereas the other Status fields in the grid area, on the Attendee Details tab, and in the right-click menu relate to each attendee.

Note: The values in this field are defined using the luCommunityCurrEventStatus lookup table. See luCommunityCurrEventStatus lookup table.

Only Show Attendees with no Status

Select to only display attendees that do not have a status. Attendees are given a status when they reply to an invitation.

Tip:
Use this field to get a list of attendees who have not yet replied.

Count

Number of primary records in the event.

People

Number of people in the list, including guests.

Tip: Use the Status field to get counts of all those attending an event.


Grid area fields

Field

Description

NameMailing name of the attendee.
Status

Attendance status code for the attendee. For example, ATT - Attending.

Note: The values in this field are defined using the luCommunityCurrEventStatus lookup table. See luCommunityCurrEventStatus lookup table.

# GuestsNumber of guests attending the event with the attendee.
AddressHome address of the attendee.
IDCommunity ID of the attendee.
SurnameSurname of the attendee.
PreferredPreferred name of the attendee.
Given 1First given name of the attendee.
Given 2Second given name of the attendee.
Mobile PhoneMobile phone number of the attendee.
Email addressEmail address of the attendee.

Buttons

Button

Description

Add or delete community members to an event in bulk.
The Events Bulk Add/Delete window is almost identical to the Communications Bulk Add/Delete window. See Adding or deleting community members to communications in bulk.


Note: The fields on this window change according to your selection in the Constituency field. See Additional selections for the Communications or Events Bulk Add/Delete window for examples.

Add a community member to the current event, using the Find Name on Community window.

Delete the highlighted attendee from the current event.

Launch into Community Maintenance for the primary contact of the highlighted donor or prospect. See Maintaining community members in the Community manual.

Launch into Development Maintenance for the highlighted donor or prospect. See Maintaining donors and prospects.


Events Maintenance - Attendee 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.

Note:
This field is blank if the Surname and Preferred name are for a guest not listed in Synergetic.

OverrideTableNumber

The 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.

Note:
This field is blank if the guest does not belong to the Synergetic community.

Title

Title of the guest.

Preferred

Preferred (first) name of the guest.

Note:
You can type in the preferred first name of the person, if they are not listed in Synergetic.

Surname

Last name of the guest.

Note:
You can type in the last name of the person, if they are not listed in Synergetic.

Company

Company name, if required.

Email

Email address.

Mobile

Mobile phone number.

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. For example, the person may be a vegetarian.

Note
: This field is automatically populated with the value from the Dietary Requirements field on the Other tab of Community Maintenance. See Community Maintenance - Other tab in the Community manual.

Physical Requirements

List any requirements to cater for particular physical needs. For example, wheelchair access may be required.

Note
: This field is automatically populated with the value from the Physical Requirements field on the Other tab of Community Maintenance. See Community Maintenance - Other tab in the Community manual.


Buttons

Button

Description

Add a community member to the current event, using the Find Name on Community window.

Delete the highlighted contact from the current event.

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. See Maintaining community members in the Community manual.