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Bob Randklev
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July 17, 2017 at 8:00 pm
Attached payments.
After a class is booked, our client exports the regisrations, then deletes the classes.
They cannot delete the class without deleting the registrations which then require deleting one by one as they have an attached payment.
How can we make this more efficient as they are adding more and more classes all the time
Thanks
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Josh
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July 18, 2017 at 7:44 am
Hi Bob,
That’s not currently a feature where you can go in and delete registrations by event/class. The dev team has this on their radar to build something to address this. In the meantime the current options for deletion are manually delete all payments, then bulk delete registrations. Or the other option is you delete everything in one go from the Event Espresso > Maintenance reset page. The delete everything option can work in cases where you have upcoming events if you put the new/upcoming events on a subsite or subdomain.
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Bob Randklev
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July 18, 2017 at 5:15 pm
They have classes scheduled for 3-4 months ahead of time so we don’t have a chance to delete all and with the number of classes they need to delete or maybe there would be an option to “archive” so they don’t show in the listings or bog down the database?
Thanks for the reply
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Josh
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July 18, 2017 at 8:22 pm
In Event Espresso > Events > Templates there is an option to set the listings to not show past events. mySQL is capable enough to not get bogged down with a lot of events.
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Bob Randklev
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July 23, 2017 at 8:36 am
Are you speaking of the setting:
Display Expired Events
Yes that is set to NO
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Josh
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July 24, 2017 at 7:53 am
May I ask where are the Expired events being listed despite the option set to No?
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Bob Randklev
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July 29, 2017 at 9:23 am
Yes it is and here’s what’s going on, likely a client created problem but maybe you have an idea?
(If there was a way to “archive” an event AND it’s registrants at anytime it would solve this)
So customer has dozens of events active at a time. Registrants have the option to pay by check or credit card so some are showing “unpaid”
A few days or week ahead of the class the customer exports the list to a attendee management system in the office and they send notices to people who have not paid BUT they now manage payments offline.
They’ve had customers make online payments later or even their staff applies the payment online with EE when the class has already been moved to offline management.
So repeating my idea above is there a way to “archive” a class AND the registrants so payments are no longer applied or lock the class?
They use csv files extensively to create name tags, certificates, labels etc.. so they cannot keep the class management online.
Any ideas appreciated!
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Josh
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July 31, 2017 at 11:22 am
Hi Bob,
There currently isn’t a way to “archive” a class and the registrations, and I’m still wondering where on the site the Expired events being listed on the site.
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Bob Randklev
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August 1, 2017 at 7:08 pm
The expired events are not showing on the site.
They have a need to remove/archive a class AND the registrations before the event date when they export. This avoids payments made by check, being recorded in the wrong location (offline/online)
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Josh
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August 2, 2017 at 9:34 am
You can remove those events from the admin event list by adding some PHP code to your site:
https://github.com/eventespresso/ee-code-snippet-library/blob/master/admin/jf_ee_change_event_list_default_query_params.php
You can add the above to a functions plugin.
This way when they view the admin list of events it will only show upcoming events.
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Bob Randklev
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August 2, 2017 at 5:17 pm
Ok but if they search for a registration like “Josh” will that show the registrations for that event.
This is the problem, a payment is mailed in and they search for a registration, apply the payment and later realize it should have been applied to the offline system.
It would be great to find a solution but I think this is really the client managing their people and how they apply payments.
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Josh
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August 2, 2017 at 5:47 pm
So they’re searching for “Josh” and applying payments to registrations that have the name “Josh”, regardless of the last name and event they registered for?
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