Define advanced returning team options
To access the Advanced Options for Returning Teams page:
From the top of any Administrator page, click Fundraising >TeamRaiser.
On the TeamRaisers list page, click Edit from the Actions column of the appropriate event.
From the options along the left on the Identify TeamRaiser page, click the Select Event Options task.
From the Related Actions on the Event Options page, click Edit Advanced Options.
From the options along the left on the Advanced Options page, click Define Returning Teams Options.
On the Define Advanced Event Options page:
Note: Some event options shown here may not display if the corresponding site option is not enabled.
For Returning Teams Allowed, click the checkbox to allow teams to return from previous events linked to this event and display additional configuration options.
For Forming a Returning Team:
Leave the default Team Captains/Co-captains option selected to allow only the captains or co-captains of the previous team to register their team again without creating it from scratch
Or, click the Any member of the returning team option to let the captains, co-captains, or anyone from the previous team register their team again without creating it from scratch
Or, click the Anyone option to allow any person who is visiting the site to register a team with the same name as one in the previous event
For Returning Teams Captain Role:
Leave the default Allow only the previous Captain (or Co-Captain) to be Captain of the returning team selected. This is useful when you know the captain is returning, but you want to allow others to return the team in order to register earlier)
Or, click the Offer the Captain role to each person signing up for the team option, which is disabled once one of the registrants accepts. This can result in a "captainless team", which means that one of your staff must assume the captain duties for the team.
For Returning Teams Page, click this checkbox to allow the returning teams to use the Team Page from their previous event. (Note: If the checkbox is blank, the team captain must create a new Team Page.)
For Returning Team Members Address Book Visibility:
Leave the default Yes option selected to make the contacts from their previous event visible to all members of their previous team.
Or, click No from the drop-down display a blank contact list for returning participants.
Or, click Team Captains from the drop-down to carry over previous team member information only into the contact lists of the captains of returning teams.
For Team Goals, click this checkbox to use the same fundraising goals for the teams as in their previous event. (Note: If the checkbox is blank, the team captain must set a new fundraising goal for the team.)
For Team Divisions, click this checkbox to automatically place each returning team in the same division as in their previous event if the same division has been defined in the new event. If the checkbox is blank, the team captain must place the team in the correct division.
For Team Companies, click this checkbox to associate a returning team with the company that they were previously associated. The company must already be defined in the new event before returning the team in order for the association to happen. When this option is blank, the team captain must associate the team with their company again.
Note: Companies must already exist in the event to get a returning team associated with the same company as previously associated.
Click Finish.