Development Maintenance - Current Events tab - Guests sub-tab

Modified on Mon, 20 Apr at 12:06 AM

Use the Guests sub-tab to maintain details of the guests of the prospect or donor that is attending the event.

Also see Events Maintenance - Current Attendees tab which includes details of the Attendee Guests sub-tab.

Opening the Guests sub-tab

To open the Guests sub-tab:

Select Module > Development > Development Maintenance from the main menu.
The Set Development Search Criteria window is displayed.
Select the donor or prospect. See Searching for donors and prospects.
The Personal tab of the Development Maintenance window is displayed.
Click the Current Events tab.
The Details sub-tab of the Current Events tab of the Development Maintenance window is displayed.
Click the Guests sub-tab.
The Guests sub-tab of the Current Events tab of the Development Maintenance window is displayed.

Development Maintenance - Current Events tab - Guests sub-tab key fields and buttons
Grid area fields

Field	Description
Surname	Last name of the guest.
Preferred	Preferred (first) name of the guest.
GuestID	Synergetic ID of the guest, if they are found in the Synergetic database. Note: This field is blank if the Surname and Preferred name are for a guest not listed in Synergetic.
OverrideTableNumber	Table of the guest, if different from the primary person invited.
Seq	Sequence number of the guest, automatically generated by Synergetic.
sqlcEmail	Email address of the person or couple invited.
sqlcMobilePhone	Mobile phone of the person or couple invited.

Fields

Field	Description
ID	Synergetic ID of the selected guest. This field is blank if the guest does not belong to the Synergetic community.
Title	Title of the guest.
Preferred	Preferred (first) name of the guest. Note: You can type in the preferred first name of the person, if they are not listed in Synergetic.
Surname	Last name of the guest. Note: You can type in the last name of the person, if they are not listed in Synergetic.
Company	Company name, if required.
Email	Email address of the person or couple invited.
Mobile	Mobile phone of the person or couple invited.
Industry	Industry type, if required.
Company Position	Position of the guest in the company.
Table No.	Table number, if different from the primary person invited.
Dietary Requirements	List any special dietary requirements for the selected person. For example, the person may be a vegetarian. Note: This field is automatically populated with the value from the Dietary Requirements field on the Other tab of Community Maintenance. See Community Maintenance - Other tab in the Community manual.
Physical Requirements	List any requirements to cater for particular physical needs. For example, wheelchair access may be required. Note: This field is automatically populated with the value from the Physical Requirements field on the Other tab of Community Maintenance. See Community Maintenance - Other tab in the Community manual.

Buttons

Button	Description
	Find a community member to the current event, using the Enter the details to find the guest window.
	Launch into Community Maintenance for the selected person. See Maintaining community members in the Community manual.