HotTip: Export Method-Event Cards

 

 

Event Cards are used to help facilitate the check in process during meetings, conferences, or fundraising events.  By using this feature you can check someone in quickly, while receiving updated contact information and contributions for your database.  This HotTip will go over how to create Event Cards in BackOffice.

 

  1. Go to Reports, select Custom Reports.

 

  1. In the Query Builder box, create the query for the people that you want to pull for the Event Card List. Also do not forget to select any query options if needed. If you do not know how to create a query please click here, https://www.completecampaigns.com/WebHelp/Focus_On/Custom_Report_Generator2.htm

 

  1. Under Export Options, select your type as Other Lists and your format as Event Cards. When ready click Submit Query to generate your Event Card

 

  1. Your Event Cards will appear in a new window in Crystal Reports. Click the print icon at the top  of icon to print the results. If you see a blank page, you do not have Crystal Reports program installed on your computer.  See troubleshooting for more information.

 

 

Now you have cards for your next event! Once the attendees have completed the information, make sure you update it within the database.