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Need to be able to Add New Registration (manual registration) from a contact

Posted: September 11, 2015 at 9:46 pm

Viewing 3 reply threads


Kevin Pinto

September 11, 2015 at 9:46 pm

We have a pre-screening process and enter in a lot of manual registrations, usually of people who already exist in the contact list. Currently, we have to:
a. Go to the event and see its existing registrations.
b. Click on Add New Registration.
c. Type in or copy paste the First Name, Last Name and Email Address from the existing contact.

This is time consuming and error-prone. Instead, I would like to request the ability to find an existing contact and start a new registration from the contact. I have attached a sample screenshot. The workflow should now be:
1. Find an existing contact.
2. Click on Add New Registration.
3. Choose from a list of events, which could be configurable (or not):
a. All events that have not yet ended
b. All events
4. The contact’s First Name, Last Name, and email address are pre-filled into the registration form.


Kevin Pinto

September 11, 2015 at 9:49 pm

Suggested layout for adding a new registration from a contact


Kevin Pinto

September 11, 2015 at 9:53 pm

Please ignore or delete the immediately preceding post.

Suggested layout for adding a new registration from a contact


Lorenzo Orlando Caum

  • Support Staff

September 12, 2015 at 1:15 pm

Hi Kevin, you can vote for this feature here on our public roadmap:

https://trello.com/c/fMavsfuJ/87-create-a-new-registration-for-an-existing-contact


Lorenzo

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