Connectivity Between Constituents and Events to More Quickly "Invite" People

The process to invite constituents to an event is prohibitive. I literally have to create a query, export it to .CSV, open it up in Excel, create a whole new set of Headers and reorganize the data, then save it as a .CSV and import it into the very program I exported from in order to "Invite" and a group of people that is already coded (via Attribute) based on interest in the event. For our 'Alumni Hockey Game', I should be able to "Mark all 'Hockey' as 'Invited' to Event '21517' 'Alumni Hockey Game' and it updates their Participant and Constituent Records.

  • Guest
  • Feb 16 2017
  • Attach files