Support

Home Forums Event Espresso Premium Transfering people from one course to another

Transfering people from one course to another

Posted: August 9, 2018 at 10:42 pm


Andy Buck

August 9, 2018 at 10:42 pm

Hi,
Please see the question from one of my clients below who is using event expresso 4

I hope you can provide some insight please

—-
I’ve just noticed that when I transfer someone out of one course and into another, the participant details still stay in the old course as completed. When we export the CSV file for all course paperwork it looks like that person is still in the course that I have transferred them out of. This is really confusing.
—–

I can provide screen shots if required

And also this comment

—-
Also, the CSV file exported has many duplicated fields containing incorrect data. Is there anyway to edit the CSV file template?
—–

I can provide a copy of the csv if required.

Kind Regards,
Alex


Tony

  • Support Staff

August 10, 2018 at 6:56 am

Hi there,

I’ve just noticed that when I transfer someone out of one course and into another, the participant details still stay in the old course as completed. When we export the CSV file for all course paperwork it looks like that person is still in the course that I have transferred them out of. This is really confusing.

When you use the attendee mover add-on to move a registration from one ticket to another, what it basically does is create a new registration using the original contact details, assigns that new registration to the original transaction and then cancels the original registration.

So when you do the CSV export on the event with the original registration on you’ll see the registration listed with a ‘Registration Status’ of ‘Cancelled’, the transaction status will show ‘Complete’ as its still assigned to the transaction, but the reg status shows the status of that specific registration, see – https://monosnap.com/file/0ow3ZW22tFHal228xcIDW2VgyZ6m6q

I’ve moved the registration with ID 2581 onto another event, and then exported the registrations for the original event.

Based on the above, it sounds like the event admin is looking at the transaction status rather than the registration status.

Also, the CSV file exported has many duplicated fields containing incorrect data. Is there anyway to edit the CSV file template?

You can, but it depends on which fields you want to edit, can you provide some more details?


Andy Buck

August 11, 2018 at 4:59 am

Hi Tony,

Thanks very much for your reply, that make sense

In regard to your question, I will check with the client and get back to you 🙂

Cheers,
Alex


Andy Buck

September 2, 2018 at 6:57 pm

Hi Tony,

Just responding to this ticket – https://eventespresso.com/topic/transfering-people-from-one-course-to-another/ as its been now closed

I would like to share a csv file with you on how we would want the cvs to look, but it has confidential information to share with the entire forum. Is there a way that I can send it to you privately ?

And also another question please.

The PDF receipt invoice – in the Bill To section
Does not display the State and country only displays street and suburb – is this a bug or a setting in the back end that can be enabled so it shows the full address ?

Many thanks

Kind Regards,
Alex


Tony

  • Support Staff

September 3, 2018 at 4:05 am

Hi Alex,

I’ve reopened the original thread and merged your new one into it, so you can reply here now.

I would like to share a csv file with you on how we would want the cvs to look, but it has confidential information to share with the entire forum. Is there a way that I can send it to you privately ?

Sure, you can send it to support[at]eventespresso.com

Be sure to include a link to this thread within the email so we know what it is for.

The PDF receipt invoice – in the Bill To section
Does not display the State and country only displays street and suburb – is this a bug or a setting in the back end that can be enabled so it shows the full address ?

It depends on the event setup and if you have edited the Invoice template.

Is there a test event I can run a registration on to view the registration form and invoice?


Andy Buck

September 4, 2018 at 8:49 am

HI Tony,
Thanks for your reply

I will email you now, the cvs and a version of the PDF invoice that we are having trouble with

Many thanks,
Alex


Tony

  • Support Staff

September 5, 2018 at 2:45 am

Hi Alex,

Thank you for the email, I’ve replied directly through that with some details.

The support post ‘Transfering people from one course to another’ is closed to new replies.

Have a question about this support post? Create a new support post in our support forums and include a link to this existing support post so we can help you.

Support forum for Event Espresso 3 and Event Espresso 4.
Documentation for EE3 and EE4
Documentation for Event Espresso 3

Documentation for Event Espresso 4

Status: closed

Updated by  Tony 3 months, 1 week ago ago

Topic Tags

Notifications

This topic is: not resolved
Do NOT follow this link or you will be banned from the site!