0

Is there a quick and simple way of adding a relationship to the participants of a particular event all at once? When we have people register for any event, we would like to add a specific relationship to another contact of a different contact type to each of those contacts at once. Naturally, we can do this one by one by going into the contacts details but this is slow. I tried using Find Participants, listing the participants for a specific event and then clicking the Action button in the hope that one of the options would be 'Add relationship' but it wasn't there. Any ideas?

1 Answer 1

3

Welcome to SE!

Using "Find Participants" gives you the Participant records (the record of a contact's participation in an event), but to create Relationships you want the Contact records.

Go to Search > Advanced Search, open up the Events section and add whatever parameters you want there, and then Search. After you have selected some/all of the results, the Actions dropdown show Add relationship actions

1
  • Hi Aiden. Thanks so much for your help with this. Much appreciated.
    – Jamie
    Apr 6, 2023 at 15:12

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.