Event Module needs some changes - to many limitations

As a faith-based organization, we have multiple types of events.

1. Free workshops or talks- participants can attend a talk for free, but we sell books and other items at a nominal cost.

2.  Sponsored workshops - 99% of participants are sponsored by their congregation (Parish), so we need the parish to register and then add guest names

3.  Gala - tables purchased by organizations and by individuals.

Issues:

1.  The Spouse is attending, not the Head of the Household - we should be able to check mark that the spouse is attending and not have to add in the Head of the Household and then add the spouse as the guest.  In our Sponsored workshops 80% of the time the participant is the spouse not the Head of the Household.  When adding the guest, their constituent number does not show - but they are a constituent.  

2.  If a couple are attending an event, we should have to add the 'spouse' as a guest, but rather check that both are attending and the constituent ID shows up for both, not just the Head of the Household.

3.  ONLINE registrations - when we use the "bill me later" feature, and open the registrant's in the event record, the comments field in the Registration Fees tab shows "Paid Online".  They did not pay online.  To determine if they used bill me later or actually used a credit card to pay the registration fee, we have to open the "View Gifts" Tab.   We find this a lot of extra work to determine how a specific registrant has paid or needs to be invoiced.

4.  If people register online, in the general tab under participation, it should automatically show the type or participation they choose when they registered (we have 3 registration categories online with 3 different prices)

  • Guest
  • Nov 7 2018
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