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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

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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.
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I can provide screen shots if required

And also this comment

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

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Updated by  Andy Buck 1 week, 1 day ago ago

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