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If a Sponsor has a guest and that particular guest brings spouse (another guest), we enter that person twice, but put the name tag info. with his/her guest. For instance, if XYZ company (as a sponsor ) has 5 guests and each one of these guests bring their spouses (assuming the spouses are non-constituents), we enter the guests as a participants twice, but their second participant record will have different name tag, which their spouses' names.
This was nightmare just running simple query because I noticed duplication & finally realized that this is how they are coding it. So I started using the NAME TAG as the Guest names, rather than the GUEST NAMES.
Another question that might help me answer with that previous posting: Wondering how to record someone who is the guest of an sponsor. Do you record them in the sponsorship list or as Guest? How about their Guests of those guests of the sponosr?
I've been with the event module for a while - here is my suggestion:
Sponsor = XYZ Corporation
Guest = Jimmy Jones ( a constituent in our database)
nametag = yes
format = "informal text from addr sal table"
Jimmy Jones wants to bring his wife (only a relationship record in our database)
Sponsor = XYZ Corporatin
Guest Last Name = Jones
Guest First Name = Ginny
Nametag = yes
Nametag text = Ginny Jones
This set up works extremely well for us for a multitude of reasons - but the main ones are:
1. Keeps all the guests of a sponsor together, so seating arrangements are REALLY easy
2. you can sort the guests by last name so the Jone's will stay together.
3. Registration fees/sponsorships are also easy to see and figure out because all the guests
are associated with the actual Sponsor.
When we don't know the name of the 2nd (non constituent guest)
we put the last = Jones
First Name = Guest of Jimmy
and they are still spnosored by XYZ Corporation.
__________________ Elaine Tucker Stewardship Coordinator St. Mark's School of Texas USA www.smtexas.org
ok, I realized I put "guest".... but when a participant is a sponsored by you have to put them in as a registrant and then have them sponsored by....
So, to change it up a little put Jimmy Jones as a registrant sponsored by XYZ and put Ginny Jones in as Jimmy's Guest (using all the same paramters for last name, etc.)
Make sense?
We've just finished our 4 day alumni weekend event so I'm a little "event stunned".... sorry for the mix up on my 1st reply.
__________________ Elaine Tucker Stewardship Coordinator St. Mark's School of Texas USA www.smtexas.org
I've been with the event module for a while - here is my suggestion:
Sponsor = XYZ Corporation
Guest = Jimmy Jones ( a constituent in our database)
nametag = yes
format = "informal text from addr sal table"
Jimmy Jones wants to bring his wife (only a relationship record in our database)
Sponsor = XYZ Corporatin
Guest Last Name = Jones
Guest First Name = Ginny
Nametag = yes
Nametag text = Ginny Jones
This set up works extremely well for us for a multitude of reasons - but the main ones are:
1. Keeps all the guests of a sponsor together, so seating arrangements are REALLY easy
2. you can sort the guests by last name so the Jone's will stay together.
3. Registration fees/sponsorships are also easy to see and figure out because all the guests
are associated with the actual Sponsor.
When we don't know the name of the 2nd (non constituent guest)
we put the last = Jones
First Name = Guest of Jimmy
and they are still spnosored by XYZ Corporation.
Keeping in mind Elaine's subsequent post saying the Jones are Registrants, rather than guests, I have had great success with this approach also. I'll add one more tidbit for handling a registrant who does not have a constituent record, but whose spouse does. Example: James Andrews is a constituent; his spouse, Mary, is not. I use a participant attribute called Spouse Link, with data type of constituent name. This allows you to link the spouse participant record, at least in part, to James' constituent record, whether he comes or does not come.
I agree with all of Elaine's arguments for doing it this way.
__________________ Jo Ward Raiser's Edge Consultant Houston, TX 713-572-1453
Keeping in mind Elaine's subsequent post saying the Jones are Registrants, rather than guests, I have had great success with this approach also. I'll add one more tidbit for handling a registrant who does not have a constituent record, but whose spouse does. Example: James Andrews is a constituent; his spouse, Mary, is not. I use a participant attribute called Spouse Link, with data type of constituent name. This allows you to link the spouse participant record, at least in part, to James' constituent record, whether he comes or does not come.
I agree with all of Elaine's arguments for doing it this way.
Jo - OMG! I didn't realize that was available -- LOVE YA! thanks so much for this GREAT tip!
__________________ Elaine Tucker Stewardship Coordinator St. Mark's School of Texas USA www.smtexas.org
Keeping in mind Elaine's subsequent post saying the Jones are Registrants, rather than guests, I have had great success with this approach also. I'll add one more tidbit for handling a registrant who does not have a constituent record, but whose spouse does. Example: James Andrews is a constituent; his spouse, Mary, is not. I use a participant attribute called Spouse Link, with data type of constituent name. This allows you to link the spouse participant record, at least in part, to James' constituent record, whether he comes or does not come.
Whoa, I missed this thread last week -- I had no idea I had a new spouse.
I don't know how my current wife will feel about this.
So when I am entering Jimmy Jones as Registrant & Ginny Jones as Guest, How would I enter his/her registration fee. Do I put registration fee info. into their each participant record and then pay/link that registration fee with a gift in XYZ Corporation record--similar way as you can apply payment to a someone else's pledge.
Right now, we register all registrants--sponsored/bought tickets by organization/individual--as Guest.
I would apperciate that if someone email me quick reference they use of what goes where.
So when I am entering Jimmy Jones as Registrant & Ginny Jones as Guest, How would I enter his/her registration fee. Do I put registration fee info. into their each participant record and then pay/link that registration fee with a gift in XYZ Corporation record--similar way as you can apply payment to a someone else's pledge.
Right now, we register all registrants--sponsored/bought tickets by organization/individual--as Guest.
I would apperciate that if someone email me quick reference they use of what goes where.
I would enter both Jimmy and Ginny as registrants sponsored by XYZ Corporation and use the Spouse Link attribute I mentioned earlier for Ginny. Each of their registration fees could be linked to the payment by XYZ. It depends on the type of event I have as to whether I would actually do that, or simply let the sponsorship imply that Jimmy and Ginny did not actually pay any fees themselves. In order for this to make the best use of the Sponorship features of RE, I use Sponsor is the participant type for those who buy tables or otherwise host groups of participants.
Hope this makes sense.
Jo
__________________ Jo Ward Raiser's Edge Consultant Houston, TX 713-572-1453