Crimson 3: Events - Editing Event Details

Crimson allows you to create and manage your fundraising events in the Event Dashboard.  Follow the directions below to edit an Event’s details.

To learn how to create an event, see the Crimson 3 – Creating a New Event guide on our HelpDesk. To learn more about the Event Dashboard and/or the newest event features, see the Crimson 3 – Event Dashboard and/or the Crimson 3 – New Events Features guides on our HelpDesk.

Editing an Event

  • Once you have opened an existing event via the Event Search or the Event Dashboard, you can view and edit the event’s details under the Edit tab. Please note, the 3 required fields for events are Event Code, Description, and Start Date.
  • For events that occur over multiple days, check the  checkbox to add a second set of date and time fields – End Date and End Time.
  • You may add a goal fundraising amount in the Goal $ field, a cost amount in the Cost $ field, select the default Fund Code from the drop-down menu, and leave a Comment.
  • For the event’s location, you can use the  tool to search for an address. As you begin typing in a location, the drop-down will suggest matching addresses. When you select one, the address fields will automatically populate for you and the location will be mapped below.
  • You also have the option of manually entering an address into the Street, City, State, and Zip fields.
  • You may add additional info such as the Venue, Host, or Staff Lead or check that the event is Private Event and Enable Ticketing.
  • When you have entered all of your event’s details into the fields, click .

Adding Invitees to an Event

  • To add a new invitee, navigate to the Invitees tab and click the  button and the Search Invitee window will appear. Search for the record by either PID, First Name or Last Name. Select the correct record in the list of results by clicking the  button which will open an Edit Event Participation window.
  • The Event Code and Description will display at the top of the page. Select Invited, Confirmed, Declined, etc. from the Status drop-down menu. To create/edit event statuses that display in the Event Status drop-down, go to the Event Status tab in People Settings.
  • If the person has RSVP’d, enter the RSVP date in the field or click the calendar icon to select it from the calendar. You may enter a table assignment in the Table # field, add any additional info in the Comment field, or edit the Invitee Type using the drop-down menu.
  • Click  to save the Event details to the People Record.
  • In the Edit Event Participation window, you will see the following options or tabs: Edit, Questions, Payments, and Guests.
  • You may enter any answers to questions associated with the event for the invitee under the Questions section.
  • The Map tab includes an interactive Google map that shows the location of your Event and all records in your database within a specific radius. The Radius Search feature can be found on the bottom right by clicking the mceclip0.png button.
  • The Radius Search allows you to search for People Records with addresses near you event.  You can change various parameters, including Search Range (Miles), CTD Amount, Highest Gift Amount, Last Gift Amount, Last Gift Date, and Invitation Status. After running your search, if you wish to invite all records within the radius after your search just click mceclip1.png, or you can click mceclip2.png to Export.

  • Under the Payment section, an existing contribution from the people record can be linked to the event by clicking the  button. A list of the Donor’s Gifts will display. Click the  button beside the gift you want to link as a payment for this event. To remove a payment, click .
  • You can add guests associated with that invitee (e.g. when the invitees are allowed one or more guests or if the “invitee” is an organization/PAC) under the Guest section.
  • Click  to open a list of the Donor’s Contacts and select a guest from the list by clicking the  button.
  • To add a guest who is not listed as an existing contact, click  to open an Add Guest window.  Enter the information about the guest and click .
  • To process a new payment or pledge associated with the event, click the button. An Event Donation window with Ticketing options will appear where you can either process a credit card payment now or record a Pledge. You can use the Ticketing feature to update the number of tickets being purchased. When you are done click .

  • Click the  button to electronically check the invitee into the event. Simply click the  button to reverse this action and mark the invitee and not checked in.

**Please note, you can choose to import an invitees list instead of adding records one-by-one by clicking the  button and following the import steps.

Editing Invitees in an Event

EventInviteePage.JPG

  • The Invitees tab within the event’s window will display a list of existing invitees. Use the Search Invitees and Guests quick search or the Status, Type, Checked In, and/or CTD Greater Than/Equal To filters to narrow down your list. Click the  button to export your invitees list.
  • The mass update functionality allows you to Change Status or Check In multiple invitees instead of having to update their information one at a time. You need to check the checkboxes for each invitee you want to update or you can check the checkbox at the left corner or the black header section to select all invitees and then click the Update Selected button.
  • Scroll through the pages of the list of invitees using the left and right arrows or by clicking on the desired page number at the bottom. Control how many invitees you would like to have displayed per page: 5, 10, or 20.
  • To open an invitee’s record, click the  button which will take you to the record’s Edit Event Participation window.
  • To open an invitee’s people record, click the button  to see the people record’s profile.
  • To delete an invitee from an event, click the  button.
  • To print a profile or call sheet for all of the invitees, click the Print Call Sheets button and select the type of profile you wish to print from the drop-down menu.

  • To run a Word Document Mail Merge on your Invitee List, click the Mail_Merge_Button.JPG button.  For more information on Mail Merge, please review the Crimson 3: Mail Merge guide.
  • To add new invitees to an event, click the  button to add invitees one-by-one or click the  button to import a list of invitees.
  • To process a new payment or pledge associated with the event, click the button. An Event Donation window with Ticketing options will appear where you can either process a credit card payment now or record a Pledge. You can use the Ticketing feature to update the number of tickets being purchased. When you are done click .
  • Click the  button to electronically check the invitee into the event. Simply click  the button to reverse this action and mark the invitee and not checked in.

Adding/Editing Questions in an Event

  • You can add questions to an event under the Questions tab in the main event edit window. This allows you to specify certain information for each invitee. Click the  button, enter the question in the text field that appears, and then click the  button to add it to the event.
  • To edit an existing question, double click on the question, make your edits, and then click the  button. If the question requires a numeric answer, click the checkbox in the Numeric column once to enable it.
  • To delete an existing question, click the  button. A confirmation message will appear asking: “Are you sure to delete this question?”. Select Yes or No.
  • When in an invitee’s Edit Event Participation window, you can complete the answers in the record’s Questions tab.

Adding/Editing Attachments in an Event

  • You can add/edit attachments in an event under Attachments tab. To add an attachment, click the  button and select the file from your computer.
  • To download an existing attachment to your computer, click the  button.
  • To send an existing attachment as an email, click the  button, complete the email address (ie. To, CC, Subject, and Message), and click Send.
  • To delete an existing attachment, click the . A confirmation message will appear asking: “Are you sure to delete __________”. Select Yes or No.

 

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