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User Guide

Automatic Deletion of Mass Event’s Survey Answers

Introduction It is convenient to gather all the needed information for organizing an event from the participants with a registration survey. The collected data might however include information, that should not – or based on GDPR, is not allowed to – be kept in the CRM. The mass events have an action for scheduling an […]

User Guide

Managing events with mass-events module

CRM-service provides a tool for event management called Mass Events. The tool is used in cooperation with contacts (the attendees), surveys, e-mail templates, and invoices. The registration form CRM-service provides via Self-Service Portal functionality or Anonymous form or the customer can use custom integration from their website provider. Custom fields, dynamic fields, and formulas, work […]

User Guide

Mass Event Surveys

Introduction A person registering to a mass event, can be presented with a registration form, that can be used to collect all the needed information from each registrated person right away. The registration form is unique for each mass event, so the questions and types of questions can be alternated when needed. If registrations are […]

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