Event History

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The Event History for the member and the admin has been expanded to include registrations for all of the new Event Models (Form-Driven, Fee-Driven, Activity-Driven and Simple RSVP events).  What is displayed in the event history for each registration model has also been simplified. Constituents will see their upcoming and past event information in the Event Transaction History on their profile.

TABLE OF CONTENTS

Form-Driven

A Form-Driven registration will show up on the Admin's Event History tab.  One row will be displayed with the Event name, total of any commerce items / fees on the event and activities and the date / time of the submission.  Any edits to the registration are made to the existing row, meaning a new row is not displayed for each edit.  There will be an option to expand the row.  This will show another row with the event name and in the August release will have an 'Adjust' button.

Fee-Driven

A Fee-Driven registration will show up on the Admin's Event History tab.  One row will be displayed with the Event name, total of any commerce items / fees on the event and activities and the date / time of the submission.  Any edits to the registration are made to the existing row, meaning a new row is not displayed for each edit.  There will be an option to expand the row.  This will show another row with the event name and in the August release will have an 'Adjust' button.

Activity-Driven

An Activity-Driven registration will show up on the Admin's Event History tab.  One row will be displayed with the Event name, total of any commerce items / fees on the event and activities and the date / time of the submission.  Any edits to the registration are made to the existing row, meaning a new row is not displayed for each edit.  There will be an option to expand the row.  This will show another row with the event name and in the August release will have an 'Adjust' button.

Simple RSVP

A Simple RSVP registration will also show up on the Admin's Event History tab. One row will be displayed with the Event Name, Total of any commerce items on the Simple RSVP event and the date / time of the event submission.  Any edits to the registration are made to the existing row, meaning a new row is not displayed for each edit.  There will be an option to expand the row.  This will show another row with the event name and in the August release will have an 'Adjust' button.

A 'No' response received on a Simple RSVP event will display in the member's event history and in the submissions grid.  At this time there is not an indicator to know if the response was yes or know.  The adjustment work that will release in August, will provide more detailed information for these registrations.

 

Event History Child Tab

The Event History area will provide a look at the event history for the person whose name is at the top of the window.

For Legacy Events (new events will have full adjustment capabilities after the August 2014 release)
1. To view information on another person, click Find Member Record. This will allow you to do a quick search.
2. Enter the name of the person you want to view and click the folder to search the database.
3. Click the checkmark to select a name from the list.
4. You will now be viewing that person’s Event History.
5. If any adjustments need to be made, use Adjust (for Legacy events only). Here's how to adjust new events Adjustments - Events This will keep your ticketing accurate for the event. If you need to do a refund back to a person’s credit card, you will need to work with your internet merchant.

NOTE:  For Events with Donations - If the event transaction has a donation associated with it, the Campaign Name will be included in parentheses behind the Event Name.  The campaign name will link to the campaign history tab for the specified campaign if the admin viewing the events history has campaign admin rights.

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