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Marking Attendees

Quick Mark is a feature that helps you to quickly find and update profiles without having to open each individual’s record. You can use this tool to flag the individuals that will be attending your event.

1. Select the tab, My Voters or Shared Contacts, under which you’d like to enter your data.

2. In the Main Menu, click Quick Mark.

Quick Mark 1

3. Pick the type of ‘mark’ you would like to add to the profile. If you are marking your attendees for one specific event, select Schedule for Event. If you are scheduling volunteers for multiple shifts, select Schedule for Event (using Event Scheduler). Click Next.

Mark - Schedule for event 2

4.  Select the date and name of your event.If you’d like to apply a specific status (Completed, Scheduled, etc.), you can select one under Status. Otherwise, you’ll have the option to select a different status for each attendee. You can also choose to Add a Contact History. Click Finish.

Info to mark 3

5. A page that looks similar to Quick Look Up will appear. Enter the name of the individual you would like to tag. Now select the checkbox beside the individual to flag them as an attendee and press Save / Search.

Quick Mark 4

7. If you are flagging event status, select the appropriate response from the drop down menu beside the individual you would like to update.

Select Status 5

8. Click Save / Search.

Save:Search

 

9. Once you are finished, simply click the name of your event to go back to your event page or return to the Main Menu.

 

 

 

 

 

 

 

 

 

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