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davidhabib / Auctions-for-Salesforce

DJH Consulting's Auctions for Salesforce managed package
http://djhconsulting.com/auctions-for-salesforce/
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Tickets Purchased vs. Attendees Reconciliation #93

Open JimWestfall opened 10 years ago

JimWestfall commented 10 years ago

For purposes of managing differences between tickets purchased and attendees registered (for that purchase/opportunity), it is very valuable for the auction manager to see these differences prior to the event. I tried to do this using an Auction Attendees By Ticket report, but it is not elegant.

davidhabib commented 10 years ago

Jim, can you be more specific about what you would ideally like to see?

JimWestfall commented 10 years ago

A roll-up count of attendees compared to the "number of tickets" with formula field rendering the difference would be perfect. Workflow notifications could be written against any differences enabling managers to take appropriate action. Does that make sense? Thanks David.

Jim

On Tue, Feb 4, 2014 at 1:29 PM, David Habib notifications@github.comwrote:

Jim, can you be more specific about what you would ideally like to see?

Reply to this email directly or view it on GitHubhttps://github.com/davidhabib/Auctions-for-Salesforce/issues/93#issuecomment-34109262 .

Jim Westfall

Idealist Consulting http://www.idealistconsulting.com/ 800.889.8675 ext. 503

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davidhabib commented 10 years ago

From the HUB:

Caroline Renard (Technology Interpreter for Arts Groups) The attendees are Campaign Members in the Auction Attendees Campaign, so you'd be trying to rollup members of one campaign on an unrelated Opportunity record, which I'm not sure is possible. But I was interested to see if I could figure out a way to show this in a report - it's not a perfect solution, but it's simple to set up.

On the Attendees Campaign Member layout, there is a lookup to the Ticket Opportunity. I added another custom formula field "Guests on Ticket", which also displays on the Campaign Member record the value of the Number of Tickets field from Opportunity (use the lookup Auction Ticket field to get to this).

Then if you create an Auction Attendees by Ticket report (which is one that David provides with the package) and add this new field, you will get two numbers to compare - the number of registered attendees for the ticket (which is a count of the summarized records) alongside what was entered as the total Number of Tickets when the Ticket Opportunity was created (this number will appear on each campaign member record).

Well, that's a start anyway - anyone got a better idea??

Jim Westfall (Idealist Consulting) Thanks Caroline. I did this but it's less than elegant. Is there an Ideas site where I can log this request? It will be important for this package to reconcile difference between tickets purchased and registered attendees prior to event. Thanks again.

jvigran commented 8 years ago

Ah, I've been trying to make something like this. Has anyone come up with a better solution yet? I thought I was close using process builder and a field on the ticket record that would update every time a campaign member was added. I also tried to see if I could create a rollup using Power of One. Couldn't get either to work and then I saw this post.

In the past we've also made the number of tickets part of the gift name for visibility on the report which works too, but not ideal.

Jim's right. This is an important feature for large events with corporate sponsors who often have to be prodded to allocate their tickets. Being able to see where the empty seats are and where we have extra tickets that can be released is really important.

davidhabib commented 7 years ago

version 4.13 has added a new report, Auction Tickets Purchased vs Filled, that can help with this. It will show each ticket purchase, and the contacts assigned to that ticket. in its default view with details hidden, one need only scan the Max Number of Tickets number against the Number of Records number. sure wish Salesforce reporting allowed me to filter out groups so I could have it only show those with availability.