Linking Event Registrations to Constituent Gifts

Karen Viveros

Our event registrations level up from as low as $100 general admission, to $10,000 presenting sponsorships. These are all considered gifts to those persons registering for themselves and as well as for the business/organization. In database view I have to go in and approve each of these registrations through a batch. However, when I go into the constituent's profile on web view, I see the RSVP and balance.. even though they already paid online. Is there a way to link the event registration to automatically show up as a gift without having to go through another manual process in web base view event page? My issue is that I have to link the registration to the constituent not only once by approving the batch, but then a second time through the web view event page, and then click on constituent's “add payment” option.

Another thing to keep in mind, I know from the main event page in web view, there's an option to set the appeal, campains, and funds.. but all that does is filter in those fields when going to “add payment.” We run about 8-10 events a year averaging 150+ guests, I would love to learn a way to be done after approving and linking batches! Thanks!

Crystal Bruce

@Karen Viveros Hi Karen! In order to participate in the challenge, you'll have to post this reply in the corresponding task. I can't move it, would you mind copy-pasting into the correct task? Once it is done, can you let me know and I'll delete this post. Thanks!