Ability to control format of event name + a details field
currently the system changes it to all caps, we need to have the ability to format the title ourselves and have a description field under the title to add more details about the event This is very much needed since the portal can't be easily edited
Confirm Responses of Registration in EMail
When a guest subscribes to an Event, we ask some questions like "should we organize a transport for you", "are you vegetarian", Do you want Menue 1 or Menue 2etc. When the guest successfully submits his registration form, we confirm his subscription with an automated marketing E-Mail. In this ...
Need to acess speaker on event portal
Issue: ===== Customer has created a event and added a session. After creating the session we have added the speaker for that session. when we click the speaker button it directly navigates to the speaker page in CRM. However when we click on the speaker button it is closing the session on event ...
'Save As' feature when creating new Event Sessions
Currently, each Event Session needs to be created individually. Our client will create a number of Sessions that are the same, just running at different times, a ‘save as’ would be useful.
Register & Invite buttons for Waitlist Items
Currently the Register and Invite buttons of a Waitlist Item are only visible from the subgrid, can we please make them visible in the Waitlist Form as well?
Use sponsorship category to be able to segment different sponsors (eg. Gold/Silver/Bronze)
Different sponsors should get different placements on an event listing page. Would be good to display the sponsorship category label and associated sponsors in different rows.
Create new event from template, auto update session start & end time
When creating a new event from a template, all the dates on the sessions will be set to the same dates as on the template. It would be nice if all the dates could be automatically adjusted based on a start date you define. This would help with creating new events that contain a large amount of...
Generate Lead criteria, like the ability to set duplication rules
In the latest release (February) you can choose to turn of lead creation for event registration but it's unfortunate that it's a binary yes/no. Would be great to define the lead generation criteria. eg. If they're email isn't in our system, generate a lead. Or if they are in the system but Con...
Only display passes that are "Active"
My understanding from our developer is that the current pull of passes is "Passes with a currency assigned to them". Would be much better if you could publish/unpublish pass types using active/inactive status.
Thank you for your feedback.
We released this as a bug fix in April 2019.
Sincerely,
Shravan Suri
PM,
Microsoft.
CRM event coordinator ePortal role
It would be nice to future include option for CRM business prospects event coordinator. Not having the option to include CRM coordinator from web site portal user may potentially not be able to easily coordinate events to business prospects.
Administrator
Thank you for your feedback.
We released this feature as part of the functionality in April 2019.
Sincerely,
Shravan
PM,
Microsoft.