Managing Events

Frequently asked questions about managing the day of the event.

Why are duplicate records formed when someone is registering for the event?
Duplicate records are formed when the constituent uses a different name or email address than the one that is already on file in the database. To manage a...
Thu, Mar 21, 2024 at 9:48 AM
Do I have to merge duplicate constituent records at the event?
No, duplicate records can be merged after the event, there is no urgency to merge them at the event. If you decide to merge them at the event and your eve...
Thu, Mar 21, 2024 at 9:46 AM
What is the difference between the mobile app, portal, and browser platforms?
For many events, you may be using DonorView through a combination of the mobile app, donor portal, and laptops to use the standard software platform through...
Mon, Apr 8, 2024 at 5:24 PM
Can I set up temporary DonorView users to help with an event?
Yes, however it may not be necessary. Any users created in DonorView that are later deleted, will still show on your list of users, but shown as a deleted u...
Thu, Mar 21, 2024 at 9:42 AM
How do I check a guest in for an event?
Guests can be checked in by scanning their ticket, by searching for their names using the mobile app, or the guests can be checked in using a check box on ...
Thu, Mar 21, 2024 at 4:45 PM
How can I add a credit card to an attendee’s record?
There are several ways to add a credit card to an attendee's record. Manually Via the Event Attendance Grid The fastest way to enter a credit ca...
Mon, Mar 25, 2024 at 9:54 AM
How can I sell tickets at the door?
1. Tickets can be sold at the door using a credit card and the mobile app.  2. Selecting the Events module in app, then selecting the appropriate event....
Thu, Mar 21, 2024 at 4:56 PM
How do I see who has checked in?
The In column will indicate with a check mark if the attendee has been checked in. The In column can also be filtered with a True/False function using t...
Thu, Mar 21, 2024 at 4:57 PM
How do I record the donation pledged during a paddle raise?
The auction add-on feature is as easy way to create and manage paddle raises, fund-a-need, or call-to-heart donation drives at an event. See this article fo...
Thu, Mar 21, 2024 at 5:39 PM
Are there built in reports for events?
No, there are no standard event reports, however you can see graphics from under the Workspace>Events Dashboard, which can be downloaded. You also ca...
Thu, Mar 21, 2024 at 5:44 PM