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TheGoodPlace

Chain linking person and organisation segments for single export

To be able to link individuals as well as organisations as Event Partners – and for the data to be pulled as part of one report. Apologies if my terminology is off in my attempt to explain this further below. We want to be able to pull off a list of all companies, organisations and sole traders/individuals who have supported us at any events – pro bono, in kind or with donated items for an auction for example (so, different to Event Suppliers, who are paid contractors). The key being that these can be individuals as well as organisations/companies. This is required now for CRM upload checking, in order for me to not have to go into every single record to see if an Event Partner has been linked correctly to an Event, and moving forward, as we will want to be able to pull this list of event partners every time we are reviewing who we might contact for support for a new event etc. For companies/organisations this worked fine, we added ‘Event Partner’ as a field to organisations form and any company then can be linked to an event as an Event Partner. For this I can create a segment and get the data. However… the system will not allow us to link an individual as ‘Event Partner’ for an event. Some people may have an organisation/business we can create on the CRM and link through, but in many instances, this is not the case. So we tried adding the individuals as connections instead with comments – however then we are not able to pull the data we need. Janet then tried adding ‘Partner at Event’ as a field to the Person form. This works in isolation, but again we cannot pull the Event Partners who are individuals (Partner at Event) and the Event Partners who are organisations into one list. I have created a segment for Partners at Events (but that is a Person Field) and I have created an Event Partners segment (but that is an organisation field). As I understand it I cannot chain two segments from different field types… …. and hence not run a report where I get all Event Partners (including Partners at Events – we will change the name for this so they are both called ‘Event Partners’) in one list – with all the events across the columns (or the other way around, so that I see all events down the left hand side and all event partners across the top/columns). Unfortunately, it has become clear through all our attempts and thinking around it, that it isn’t satisfactory to not be able to link individuals as event partners. it is confusing and will be overlooked in the future.. we (or people who come after us) will forget to pull down both sets of data It would be very time consuming and inefficient to go into each old record to find the true list… We need to be able to run a data pull where we see the events (all) x event partners in one report. Many thanks in advance for looking into how to fix this.

JP
Janne Pilbeam
✨ Feature Requests
1
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