Home → Campaign Manager → Records → Sub-Files - Events
9.12. Sub-Files - Events
Sub-File - Events
Events are created and managed from the Financial menu, they then are available to add to records on the Event sub-file tab indicating that an invitation occurred that can later be utilized for tracking purposes.
1. The Events tab will display all events that the individual, organization, or committee has been invited to or is hosting
2. To add an event, first choose whether this entity record is an Attendee or a Host
3. Select the Event form the dropdown- only Events created from the Financial menu will appear for selection
4. Choose their current attendance status
- No Response (indicating an invitation was sent)
- Maybe
- Yes
- No
5. Click the green Add button to save the event to the record
6. The attendance status is editable, so once a response is received choose Maybe, Yes, or No from the dropdown
7. Click the blue Update button to save the new attendance status (Delete can be selected to remove the entities association which the event)
After an entity has been invited to an event they will appear on the Event Check-in Sheet Standard Report available on the Reports menu.