Edit an Attendee Record (Including Custom Questions)

Last Updated: Feb 03, 2016 01:52PM PST

For events your organization can now manage the Custom Questions for each Attendee. We know that things change and that sometimes you will need to change information for an Attendee that was previously entered in at the time they registered.

Please note: Updated Attendee records will not automatically update information pushed to Salesforce. Your organization will be responsible for updating this information.

1. Generate Attendees Report
2. Edit Attendee Information
3. Verify Changes

 

1. Generate Attendees Report

First things first. To edit an Attendee record, you will first need to narrow your reports down so they are campaign specific. The reason being that Attendee reports can only be access by going through the Campaign Manager for a specific campaign. It cannot be accessed from the main Reports campaign of your account.

To access this report, click Manage next to the event in the Fundraising tab, hover over the Reports tab and select Attendees

2. Edit Attendee Information

Once in the correct report, use the Quick Find or Filter tool to find the Attendee record that needs to be updated. Once found, click Edit in the far left hand column.

Next, find the custom question information that needs to be updated and make the necessary changes. When finished, click Save Changes at the bottom of the form.

3. Verify Changes

Finally, verify any changes made to insure the Attendees report reflects the updated information. 

If you have any additional questions about editing Attendee records, feel free to contact our support team at support@classy.org.