Ability to add the contact as a relationship for an Organisation when processing an Online Express event registration

This would be useful so that all Organisations on RE processed by OLX would have a contact under relationships. Since using OLX to process event registrations we have a number of Organisation records on the database with no contact under relationships. They have registered through Online Express for an event and a contact name was given at the time of event reg but there was no option to add that person as a contact for the company at the time of processing. You can check the Organisation details are correct at the time of processing and you can add a new Organisation, but you can’t add the contact. This means you have to manually add them all which is a lot of extra work. All organisations on the database need a contact on them so we can manage the relationship. This would benefit the person managing the relationship with the supporter.

There could be the option of add relationship contact at the point within Download Transactions, when you find constituent or create new, under the Web Form Transaction Profile Information.

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  • May 3 2017
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