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Author Topic: Keep organisational record of event attendees  (Read 384 times)

davyivins

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Keep organisational record of event attendees
June 26, 2014, 05:58:47 am
We use Civi 4.4 on Drupal 6 for a membership organisation whose primary members are universities and their suppliers. They host an annual conference and exhibition.
My understanding is that organisations cannot register for events, only individuals. So our event registration is set up so that employees of supplier organisations register on behalf of their company to exhibit. Individuals register themselves as delegates.

However this means I am unable to see a history of exhibitor or delegate attendance at the Organisation Contact level. I know it is possible to pull a report or do a search but this is extra effort, and compounded by the fact that individuals leave the industry and their records are often deleted.

Can anyone give me some guidance to address the problem? (or am I missing something obvious?)

PS is it possible to 'deactivate' a contact record rather than delete it, so the event attendance and other history is not lost?
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petednz

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Re: Keep organisational record of event attendees
June 26, 2014, 01:00:34 pm
hi davy

in adv search, can you try doing a search for participants of the conference AND adding in the Relationships is 'employee of' and then set your 'display results' to Relationships and 'employer of'

(hope i have the relationships the right way round but am sure you will give it a go both ways)

ie you are asking the search to return only participants who have an employer (or use some other more refined relationship if this is too broad) and then asking it to show you the employers (or whatever you use)

make sense? does it get you where you need?
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davyivins

  • I post occasionally
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  • Posts: 119
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    • PURCO SA
  • CiviCRM version: 4.5
  • CMS version: Drupal 6.33
  • MySQL version: 5.5.34
  • PHP version: 5.4.33
Re: Keep organisational record of event attendees
June 30, 2014, 11:50:19 pm
Hi Pete

Thanks for the suggestion. My difficulty is not finding the information - Civi's functionality does that admirably. I was hoping to find a way to see a consolidated view of individual event registrations in their employers' Organisation Record (and not lose the event history if an individual's contact record is deleted)
There are times I love technology...and then there are times I *love* technology :-)

petednz

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Re: Keep organisational record of event attendees
July 01, 2014, 01:59:37 am
i would be trying to do that via a Drupal View I reckon ;-)
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviEvent (Moderator: Yashodha Chaku) »
  • Keep organisational record of event attendees

This forum was archived on 2017-11-26.