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Event Helpmate
CLOSER LOOK:  People

Event Helpmate utilizes "People" records to maintain information on the various individuals who interact with you and your organization in any of the following ways:

  • Those who register (sign-up) for Events held by your organization.

  • Those who are responsible (ie. main contacts) for Events held by your organization.

  • Those who are responsible and manage the various Rooms and other Resources of your organization.

  • Those who assist with the tasks related to Events held by your organization.

  • Those who book (reserve) Rooms or Resources of your organization.

For each person in your Event Helpmate database, you can indicate their involvement with your organization using "Include-In" lists. There are 7 "Include-In" lists utilized by Event Helpmate:  "Event Registration", "Event Main Contact", "Event Tasks", "Event Booking", "Room Manager", "Resource Manager", and "Employee".

One person may be a member of 1 or more of these Include-In lists.  For example, one person can be in the "Event Registration" list (so that Event registration records can be setup for them) and the "Event Tasks" list (so that they can be assigned tasks for Events).

People records can be manually entered in the Event Helpmate database. However, if your organization is using our Church Helpmate product, People records can be imported and maintained automatically from the Church Helpmate individuals database (potentially saving you many hours of data entry and maintenance).

 

 


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