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Private events - add trainees that are not contacts


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    Janice Sawle

    We deal with companies who have a learning and development team who place all the bookings and need the training to be associated with that account. But the trainees can be at many different locations and we have accounts set up for the different locations in order to find who we need quickly. To have everyone in the one account would be an absolute nightmare.

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    Troy Michels

    Not all of it is recorded here, but we've received quite a bit of feedback on this too, with valid reasons why you may include contacts from accounts that aren't the primary account of the private event.  We have planned this now to loosen the restriction and allow students from other accounts.

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    Troy Michels

    Adding students to a private event from accounts other than the account paying for the event is now allowed in the new event system, I'm marking this one as done!

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    Holness, Tom

    Thanks Troy :)

    Have noticed now that when booking unnamed trainees, booking contacts are open to the whole database not just contacts of the account the event is for - am I right that change was part of this?
    If there's any possibility of having booking contacts/unnamed trainees limited to the account the event is for, but named trainees being open that would be great. If not, we'd much prefer it this way round and it's a big headache gone to have this done.

    The reasoning for having booking contacts of unnamed trainees limited to accounts is that anyone who is a booking contact will be someone at that account that we speak to to make bookings, and that we therefore want to show up as a contact in the CRM. I can't imagine a situation where that would not be the case. For named trainees these are usually employees of the organisation and not people we'll ever speak to to arrange events and therefore don't want them showing as contacts in the CRM (we do training with big companies so if they did, we'd have thousands of contacts and that would make it impossible to find our actual contact if someone in our company left).

    Appreciate it may not be possible to get the two different types of trainees working differently and we would much prefer both to be open than both to be closed so please take this as a thank you for getting this done and not a moan about how it is now, even if it reads as a moan! :)

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