Managing guest lists by last name with Business accounts

Georgia Beach

Our organisation hosts large events a few times a year and the guest list is always a headache.

Staff managing invite/door lists want to sort by last name but many of the invitees are the main contact for an organisation so their Sort Name is the organisation name, not 'Last, First' like the default for Individuals.

Invite queries are based on giving history etc so we don't want to create a separate account for the main contact (also contacts change!) BUT managing an invite/door list is almost impossible when we can't sort by last name.

Any suggestions on best practice to keep our team happy whilst keeping out database clean?

Betsy Rubenstein

@Georgia Beach we export data and manage guest lists in excel/google sheets so that we can do with the data as we need, when the functionality isn't in eTap.