Knowledgebase

Event Management for Salesforce: Manage Registrations

Last Updated: Sep 24, 2015 02:56AM EDT
Using the Click & Pledge Event Management release 2.x Application on Salesforce, you may manage your eventRegistrations. In this sections you have access to:
 
  • List of Registrants and Attendees
  • Temporary Contacts
  • Box Office
 
Temporary Contacts. Temporary Contacts usage is an optional feature. You may choose to have contacts be placed into a Temporary Contact holding place where you can view the contact and transaction information. This gives you the ability to identify your contact and decide if they should be a new contact or an existing contact. Within Temporary Contacts, you may then create a new contact or add the transaction information to an existing contact.

The settings for Temporary Contacts are in the Donor Management (Payment as a Service) App under C&P Settings > Contacts & Accounts.

Box Office. The Box Office allows you to manually add registrations to your event levels.

Video: Registrations
 
 

Related Information
Temporary Contacts in Contact & Account: http://help.clickandpledge.com/customer/portal/articles/1164726
Box Office: http://help.clickandpledge.com/customer/portal/articles/1485396
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