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What is the best practice for adding individuals, organizations, contacts, and relationships to an event?

Last post 07-30-2009 5:36 PM by Candace Chesler. 1 replies.
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  • 07-16-2009 3:36 PM

    • Marcel Hart
    • Not Ranked
    • Posts 9
    • Organization: Tidewater Community College, Educational Foundation

    What is the best practice for adding individuals, organizations, contacts, and relationships to an event?

    We have a scholarship luncheon each year and I need some help.  How do you add a contact for the company who supports the scholarship without having two participants?  (I don't want to have both records show up as registrants). 

    Is there a best practice for this?  Sometimes I have more than one contact for the company with different addresses.  Any feedback would be appreciated.

     _______________________________
    Margaret M. "Marcel" Hart
    Administrative Assistant to the Director of Development

    Tidewater Community College
    Office of Development
    121 College Place #616
    Norfolk, Virginia  23510-1938
    Phone: 757-822-1079
    Fax:      757-822-1975
    e-mail:   mhart@tcc.edu
    Filed under:
  • 07-30-2009 5:36 PM In reply to

    • Candace Chesler
    • Top 500 Contributor
    • User Since: 2002
    • Posts 40
    • Organization: Frances Xavier Warde Schools
    • Products:  Online Campus Community, The Education Edge, The Financial Edge, The Raiser's Edge

    Re: What is the best practice for adding individuals, organizations, contacts, and relationships to an event?

    Margaret -
    If I'm understanding you correctly - you are asking about the difference of entering the company as a Sponsor for the Event - vs a Non-Participating Participant. 
    I use a different practice depending on the event and what we are terming as "sponsorship".  For example - for our Scholarship Dinner - Corporate Checks were entered as a gift on the Organizational Record, and linked to the Event as a Sponsor with the approrpriate Regsitration Unit.  I also set the Corporation Sponsorship Records with a Participation Type of "sponsor", a status of "not attending" and a registration status of  "do not register". 
    Once the gift batch was committed - I had to go to the event and add in the guests of the Corporate Sponsors as Participants with a Participation Type of "guest" and a status of "guest" - and then link them to their Corporate Sponsor. 

    However - for our Golf Outing - I follow a different practice.  When a company check comes in for a foursome - I enter the gift on the Organizational Record - but link the gift to the event as a Registrant.  I now use a Participation Type of "sponsor", a status of "Not attending" and a registration status of "do not register".  Then - during data entry of the batch - I enter the names of the foursome (if I have them). 

    In both of these scenarios - I am able to link contacts as participants in the event - and don't end up with event regsitrations for an entity that is not attending. 

    Hope this helps

    Candace Chesler
    The Frances Xavier Warde School
    Chicago, IL
    Filed under: ,
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