A fundraising organization may invite some or all contributors to a gathering to celebrate the success of the fundraiser. The Guest List form can capture extensive information about each guest that the contributor invites. To track guests for a gathering, use the Guest List tab on the Pledges record.
Follow these steps:
- Open the Pledges record, if not already opened.
- Click the Guest List tab.
- Enter the guest in the Guest field and click the Add button.
- The guest is added as an entry in the sub-type grid.
- Note that the Guest field links to the Persons service.
- Click Add.
- Double-click the guest's entry in the grid to open the Guest List record.
- Aptify automatically completes one or more fields on this form based on information stored in the corresponding Persons record (such as name, address, and title).
- Edit any information on this form as necessary.
- Click OK to save and close the record.
- Repeat the steps listed above to add additional guests, as necessary.