Bio Event Tab

The Bio Event tab displays a history of all of the events and the associated details that have been added to any names in the household or organization. The list at the top of the tab contains each event and participant name. You can customize this list by using the gear to change the columns that are displayed and by clicking on the column headers to change the sort order that the events appear in.

As you select an event and participant name from the list, the details appear in the area below.

If you wish to see events that are associated with a particular name within the household or organization rather than all events, select Show Only above the list of events and select the name whose event history you wish to view.

Each row in the list shows the details for one event for the displayed name. You can only have one event participant detail record per event per name. These details can be added from this tab or they can be added from the Event manager, when the name is added to the participant list for the event. Whether the event details have been entered here for a name or from the Event manager, they appear both in this list and in the participant list in the Event manager.

This tab includes six buttons:

  1. Add - to add a name to the participant list for an event.
  2. Edit - to make changes to the selected event participant details.
  3. Add Gift - to add an event gift to the selected name and event.
  4. Event Manager - to open the Event manager tab for the selected event.
  5. Assign Grouping - to select the table or other grouping for this name at the selected event.
  6. Delete - to delete this name from the associated event.

How to add event details to a participant

You can add the entire household or organization as an event participant or one of the names within the household or organization. You also select the event you are adding the name to, followed by the participant details, as explained below.

The exact fields that are included and the order they appear on this screen can be selected by your administrator, using the Custom Page Layout in Admin. Your administrator might also add User Defined Fields that are unique to your organization.

When you add details for an event participant name, you fill in the following fields:

  1. Name - the name to add as a participant in the event. The list of names includes the household or organization itself, plus all of the names within the household or organization.
  2. Event - the event you are adding this name to.  Events are defined in the Event Manager.
  3. RSVP Status - the current RSVP status of this name for this event. The RSVP status can be one of the following:
    1. None - their status is not yet assignedInvited - an invitation has been sent and they have not yet responded
    2. Accepted - they have accepted and either will attend or have already attended (for events in the past)
    3. Declined - they have declined
    4. Pending - they are to be invited but the invitation has not yet been sent
    5. No Show - they were expected to attend but they did not show up for the event
  4. # Attending - if they have accepted, the number of seats they have purchased or the number expected to attend.
  5. Paid - an indication that they have paid. This is automatically set when a gift is added with the corresponding event code.
  6. Amount - the amount they have paid. This is automatically filled in when a gift is added with the corresponding event code.
  7. Sponsorship - their sponsorship level, if any. Sponsorship levels vary with each event and are defined in the Event Manager.