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  • Multiple participant registration considered too email-centric
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Author Topic: Multiple participant registration considered too email-centric  (Read 11803 times)

ken

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Multiple participant registration considered too email-centric
September 22, 2008, 07:34:29 am
CiviDudes,

Congratulations on the new multiple registrations for event participants! It's a great feature.

I have 3 concerns (regarding privacy, usability, and workflow), regarding the need for each additional participant to have an email address supplied ...
  • Privacy: The additional participants might be guests for whom it is inappropriate to require an email address
  • Usability: The registrar (if that's the right word) may not know the email address of all of the participants at the time of registering
  • Workflow: The registrar is acting as the agent for the additional participants. All traffic (communication, payment) should go via the registrar

Can I suggest the following change ...
  • Make the additional participants' email addresses optional
  • Continue to insist on unique emails among those entered
  • Send confirmation emails for an additional participant to the registrar's email address, if one is not entered for that participant
  • If a participant's email address is entered, CC the registrar

I appreciate this will cause a problem for people who insist on having an email address, and it will lead to a greater possibility of duplicates being created. Perhaps there should be an additional flag in the event configuration to indicate if participant emails are mandatory or optional.

Thanks for all your hard work!
Ken

Dave Greenberg

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Re: Multiple participant registration considered too email-centric
September 22, 2008, 03:19:59 pm
This has come up several times now. However, there are some issues to figure out in order to allow this - notably the fact that we currently don't hard-code the inclusion of ANY OTHER contact-identifying fields (e.g. first, last name etc.). In order to create the participant records, we need to minimally have email OR first + last name.

I've added this request to the "candidates list" for 2.3. If you need this functionality sooner - you should consider contributing code to make it happen in 2.2.

http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.3
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maxferrario

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Re: Multiple participant registration considered too email-centric
October 14, 2008, 05:11:23 am
Quote from: ken on September 22, 2008, 07:34:29 am
CiviDudes,

Congratulations on the new multiple registrations for event participants! It's a great feature.

I have 3 concerns (regarding privacy, usability, and workflow), regarding the need for each additional participant to have an email address supplied ...
  • Privacy: The additional participants might be guests for whom it is inappropriate to require an email address
  • Usability: The registrar (if that's the right word) may not know the email address of all of the participants at the time of registering
  • Workflow: The registrar is acting as the agent for the additional participants. All traffic (communication, payment) should go via the registrar

Can I suggest the following change ...
  • Make the additional participants' email addresses optional
  • Continue to insist on unique emails among those entered
  • Send confirmation emails for an additional participant to the registrar's email address, if one is not entered for that participant
  • If a participant's email address is entered, CC the registrar

I appreciate this will cause a problem for people who insist on having an email address, and it will lead to a greater possibility of duplicates being created. Perhaps there should be an additional flag in the event configuration to indicate if participant emails are mandatory or optional.

Thanks for all your hard work!
Ken

I completely agree with Ken: it would be great to see this happen in one of the next releases.
I only have one suggestion: add an option to limit the number of participants that a registrar can add. So we could easily manage events where you invite your contacts and let them optionally bring with the a limited number of people.

Dave Greenberg

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Re: Multiple participant registration considered too email-centric
October 14, 2008, 10:14:14 am
I've added the "max participants per registrar" feature idea to the 2.3 candidates queue.
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sawjer

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Re: Multiple participant registration considered too email-centric
November 27, 2008, 01:52:24 am
Quote from: Dave Greenberg on September 22, 2008, 03:19:59 pm
This has come up several times now. However, there are some issues to figure out in order to allow this - notably the fact that we currently don't hard-code the inclusion of ANY OTHER contact-identifying fields (e.g. first, last name etc.). In order to create the participant records, we need to minimally have email OR first + last name.

I've added this request to the "candidates list" for 2.3. If you need this functionality sooner - you should consider contributing code to make it happen in 2.2.

http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.3

I have a similar request:

In case of event registration I am faced with a couple who has only one e-mail address, both want to register, possibly register independent of each other.
For many functions within civicrm it is acceptable to require an e-mail address. However registering for an event requiring an e-mail address puts a barrier that has nothing to do with the event.
Imagine the situation where registrations are coming in other channels (telephone, personal contact etc). In NPO's we are not in the same position as a mobile company who refuses if you do not comply with their method.

Would it be possible to allow email or first-name/last-name+addition to define the contact and then internally use the record id of this contact. This the removes the complexity of having to deal with all possible variants all the time.

I am willing to consider participation in the coding process as I need it.
I am actuallyfaced with the decision whether to dump civicrm (for those problems) or help the changes coming. There is lot's that speaks for it. My customers are not so much interested in possibilities but in addressing their needs.

Thank you for considering

Donald Lobo

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Re: Multiple participant registration considered too email-centric
November 27, 2008, 05:22:16 am
Quote from: sawjer on November 27, 2008, 01:52:24 am
Would it be possible to allow email or first-name/last-name+addition to define the contact and then internally use the record id of this contact. This the removes the complexity of having to deal with all possible variants all the time.

We will definitely add this to 2.3 for the additional participant screen. If time permits, we will add it to 2.2.

For the primary participant we do all the receipting etc by email. It might be a bigger change, but we will consider doing so.

If you'd like to get started on this, ping us on IRC

lobo
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tabidi

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Re: Multiple participant registration considered too email-centric
December 30, 2008, 08:59:26 pm
I was facing a similar problem, my use case had 1 primary registrant with email and additional family members who might not have personal emails. After searching long and hard for a solutions on the forum I finally decided to make some code changes. Instead of relying on first name/last name/email I decided to go with the dedupe rules as those define if a contact is a duplicate or not. I would be happy to contribute the code, if there is interest.

Donald Lobo

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Re: Multiple participant registration considered too email-centric
December 31, 2008, 05:39:46 am

Can you please post your changes as a patch file to the wiki. Might be useful to other folks and give us an idea of how to potentially go about implementing it

thanx

lobo
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tabidi

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Re: Multiple participant registration considered too email-centric
January 01, 2009, 11:28:05 pm
Posted

http://wiki.civicrm.org/confluence/display/CRMDOC/Multi+User+Registration+with+1+Email

Donald Lobo

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Re: Multiple participant registration considered too email-centric
January 02, 2009, 06:46:51 am

Thanx a lot for the contrib back. Seems quite nice and elegant :) We'll try to incorporate this in a future release (2.3?)

lobo
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jdiff

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Re: Multiple participant registration considered too email-centric
January 06, 2009, 10:04:49 pm
tabidi,
Thanks so much for that modification!  It does exactly what I need! 
« Last Edit: January 07, 2009, 06:39:18 pm by jdiff »

unfeasible

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Re: Multiple participant registration considered too email-centric
January 27, 2009, 06:06:59 pm
Oh AWESOME!

This is what has been missing for so long. Some sweet day to day fixes for CiviEvent!

Excellent patch!

unfeasible

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Re: Multiple participant registration considered too email-centric
January 27, 2009, 06:41:03 pm
The error still comes up (but does bring through the main email address, so its doing something)

Please correct the following errors in the form fields below:
The combination of email must be unique.


Is there any cache/refresh of the database that needs fixing?

tabidi

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Re: Multiple participant registration considered too email-centric
January 29, 2009, 08:15:17 pm
Your error says that you have standard dedupe rules which only check for email being unique. Look at your default dedupe rules. Modify them according to your needs, for example I based my dedupe rules to have a combination of first/last names and date of birth along with email.

Once you have done that only enteries matching your dedupe criteria will give error. The error will specify combination of which fields the system expects to be unique as determined by dedupe rules

« Last Edit: January 29, 2009, 08:21:19 pm by tabidi »

wayju

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Re: Multiple participant registration considered too email-centric
February 14, 2009, 05:17:31 am
Hi there,

This works well except the registration list seems a bit weird. I would have expected each participant to show up as an individual participant.

Instead, the user registered is the final participant entered and the amount (in the user's event detail) is the sum of each participants price but the amount in the recent registrations, or No-show/Cancelled/Pending list is the amount of the individual user. Is this the expected behaviour with the modifcation, because they have the same email address?

My next step is taking a look into the code, but haven't gotten that far yet. I also tried another suggested fix which is just to comment out the unique email check. However that has a similar result: the user seems to be aggregated in the registration list with 2 submissions - both which have the same name. Unfortunatly the amount is still not aggregated in the list.

Thanks,

Wayne.

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