Event Records

To view details about an event, select its name under Events, Overview. From the event record, manage an event's location, fees, and participant list. At the top of the overview, view and manage the event's name, description, and date and time.

Tip: In database view, manage basic event information on the General tab.

Edit an event overview

  1. From the event record, select Edit.

  2. Update the name, description, or date and time as necessary.

  3. Select Save.

Mark an event inactive

To mark an event as inactive, select Mark inactive.

Note: By default, inactive events do not appear in the Events List. To see inactive events from Events, see Event Filters.

Attachments

Under Attachments, manage files related to the event, such as a vendor contract PDF or venue image. For more information, see Attachments.

Tip: In database view, attach files on the Media tab of event records. These files appear under Attachments in web view. However, we strongly recommend saving these files as attachments in web view instead.

Custom fields

If your organization uses attributes in database view to track specialized event details, such as venue accessibility, manage them under Custom fields. For each field, view its name, or category, value, date added, and comments. For more information, see Custom Fields.

Note: In database view, custom fields appear as attributes.

Details

Under Details, view information such as venue capacity, fundraising goals, and expected attendance. For more information, see Event Details.

Online registration forms

Tip: Don't see Online Registration Forms? No need to worry. Expect its wider release in a future update.

Under Online registration forms, create forms for constituents to register, enter contact information, and pay registration fees for paid events. You can also preview and edit existing forms. For more information, see Online Registration Forms.

Participants

Under Participants, compare invitations and responses before an event to the actual turnout. Each total opens a pre-filtered participant list for follow-up actions, such as sending reminders. You can also access participants' and guests' records. For more information, see Participants.

Participant options

To track specific participant details, such as t-shirt sizes, meal preferences, and seating requests, you can add fields — known as participant options. These options let you collect event-specific information. For example, create meal preference fields with different choices for each dinner event.

Under Participant options, add and manage fields and values. For each option, view response counts and select a number to see who chose that value. For more information, see Participant Options.

Fees

Under Fees, view charges for each registration type, manage which fundraising efforts payments support, and add new charges. For more information, see Fees.

Expenses

Under Expenses, track event costs and budget. For more information, see Event Expenses.