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Request a streamlined way to create manual registrations for existing contacts

Posted: February 12, 2018 at 5:01 pm


Kevin Pinto

February 12, 2018 at 5:01 pm

In the business I support, it is very common to manually register an existing contact for an event, usually after performing some vetting or interview.

The current way to manually register an existing contact is very tedious and error prone. I would like to request a more streamlined way:

1) Under the Event Espresso main menu, have a top level item named “Contacts”. Clicking on this should display a list of contacts, organized by First Name, Last Name and Email address.

2) To the right of each contact should be a button called Register. If I click on this:
a) The system should identify all events and times that are still open and available for registration. Past events should not be displayed. Future events that are sold out may be hidden or displayed but grayed out.
b) Present a single long list of all eligible events and times. Allow me to select one of them.
c) After selecting one of them and clicking on Continue or Register Now, the contact first name, last name and email will be used to register the contact for the select event and time.

This will be much faster and less error prone than the current method, which involves copying and pasting the contact’s first name, last name and email into the manual registration form.


Kevin Pinto

February 12, 2018 at 5:09 pm

An update: it looks like the Contact List has already been implemented – it would be nice to add it as a first level menu item under Event Espresso.


Josh

  • Support Staff

February 13, 2018 at 1:04 pm

Hi Kevin,

Thanks for taking the time to leave this valuable feedback. I’ve registered your suggestions and we’ll keep these in mind for future features and updates!

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Updated by  Josh 1 week ago ago

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