Events Grid & Purchases

Using the events grid to see and create reports for event transactions

How to add a Payment to a Pay Later Event Purchase
If a Registrant selects the pay later option during their purchase the Events Grid will show a Dollar Icon on left side of the row. This Dollar Icon means t...
Tue, Sep 10, 2024 at 3:10 PM
How do I delete event tickets?
From Workspace > CRM > Constituents open the contact record and from the Gifts tab you can delete the ENTIRE event purchase, or from the Events tab yo...
Mon, Sep 23, 2024 at 9:27 AM
Can I resend event tickets to the purchaser?
Yes. You can resend a purchaser's (registrant's) tickets from the Events Grid in Workspace > Events > Events by clicking on the solid blue Env...
Fri, Aug 23, 2024 at 5:21 PM
What does the event page "The Email is not valid" message mean?
The message will display if the email address includes a leading/trailing space. Copying and pasting the email address on a mobile device can sometimes incl...
Thu, Jun 16, 2022 at 11:30 AM
Hide/Archive Past Events
If there are past events you wish to remove from the picklist for the main Events or Event Attendance grid you can Archive them. Archive will take place on ...
Mon, Sep 23, 2024 at 9:30 AM
Can a ticket purchaser update their own guest information?
Yes, ticket purchasers can update their guest information, but only if you have the Advanced Portal activated. 1. The purchaser will create a portal acc...
Thu, Mar 21, 2024 at 2:45 PM
Can I resend an event thank you email?
Yes, all thank you emails sent from the system can be found under the Workspace>Reports>Thank You Emails. Click on View next to the email you’d li...
Mon, Apr 8, 2024 at 5:02 PM
How can I print or send a receipt for an event purchase?
A thank you email with transaction information is sent automatically for event registrations entered through an event page. You can edit this thank you emai...
Tue, Aug 6, 2024 at 5:52 PM
How can I see what coupon was used for an event transaction?
There is a column on the Events grid which will indicate if a coupon was used and which coupon was applied. The Amount Paid and Purchase Amount will also re...
Mon, Sep 23, 2024 at 4:30 PM
What is the Events - Quickview grid for?
The Events - Quickview grid will show a limited amount of information about the event transaction but does include information like the name and contact inf...
Mon, Sep 23, 2024 at 4:36 PM