 dgentile
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| Joined: 19 Apr 2005 |
| Total Posts: 98 |
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Events
Posted: 29 Aug 2006 02:47 PM |
Hi Brian,
We've been using the event programming for our banquets and it has been working out great - thanks! I have one suggestion, only because this can cause confusion.
If you go in through the event, add a group (ie Table1), and then a sponsor (ie Sponsor1), you can view the sponsor on the event sponsors tab when group Table1 is chosen from the "Show:" drop down box.
However, if the event already exists, and the group already exists for that event, and you go in through the Files portion to add a donation for Sponsor 2 with that Event/Table1 combination, Sponsor 2 will not show up on the "Show:" drop down box in the event sponsor tab until you specifically add Sponsor 2 to Table 1. It doesn't matter that Sponsor 2 has contributed to that event/group combination. This has caused confusion at our center, because it was "assumed" that if you could choose it from the drop down on the donation, then the back end connecting of the event/group/sponsor would also be handled.
I haven't tested the reporting process yet to see which bucket it will come up in depending on how the data is input in the statistics report - since you have to wait overnight for that data. |
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dgentile
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| Joined: 19 Apr 2005 |
| Total Posts: 98 |
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Re: Events
Posted: 31 Aug 2006 11:33 AM |
I went in today to see what the statistics report shows.
The donation that was entered via the <files>search by last name, then enter the donation with the event of <Banquet 2006> and the Group of <Table 1> does show up on the statistics report under Table 1 in the banquet 2006 event.
However, when you go in via the events tab, edit Banquet 2006, click on the sponsors tab, and select the Table 1 group, that donor does not show up in the list.
It's like the statistics report understands the relationship just by entering it in on the donation itself, but the events portion does not recognize the sponsor unless you add them directly via the add sponsors portion. |
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Re: Events
Posted: 31 Aug 2006 01:43 PM |
Hi Donna,
Good to hear from you. I hope all is going well.
Regarding your question:
You are 100% correct. When adding a donation under the file, the system doesn't automatically add the donor to the sponsor list under the event/group if he/she isn't already assigned. This is by design since if we automatically added the donor to the list, we weren't sure how to handle removing the donor if the donation was deleted. There may be other issues, it's just been a while and i'd have to take a look at the code to refresh my memory.
Also, during intitial development, we received feedback that the sponsor list needed to be setup prior to the event and prior to receving any monies. The primary purpose of the list is to help organize/manage your group membership and to make it easy to enter donations/pledges (from right within the list) after the event. However the list is not required at all to enter donations. In fact, we have customers that don't setup the sponsor list, but they still enter donations for the event/group.
In terms of reporting donations, the event sponsor list is not used in any of the reports/stats. So all your reports will be correct even if you don't use the list.
Hope that makes sense. |
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