Specifying Guest Lists

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:

1. Open the Pledges record, if not already opened.
2. Click the Guest List tab.
3. 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.
     
     
4. Click Add.
5. 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).

   

6. Edit any information on this form as necessary.
7. Click OK to save and close the record.
8. Repeat the steps listed above to add additional guests, as necessary.