Categorizing Guests Automatically - What did I Miss?

[esavvymom]

I just noticed, that on my last several shows, the new guests/contacts entered do not get tagged as "guests" in the Categories! They didn't get tagged as anything- I had to go in manually to edit the contact.

Uh...hello?? Please tell me I'm missing a simple step when I enter them...and that I don't have to go to the "Edit Contact" screen and click that box.
If they are added as a Guest to a show, how hard would it be to automatically enter them as "Guest" in categories?

I noticed because I went to run a contact report in P3 for calls, and noticed my "Guest" list was very short!

Did I miss something?

 

[MLinAZ]

Hmm, I thought maybe it was something in preferences but I can't find anything. Then I went and checked a few of my "guests" and sure enough, you're right, they are not marked with any category in the Contact screen. Weird!

On the positive side, rather than printing a "Guest" list report, click on Reports>Shows>Customer List. You won't get non-customer contacts listed, but if what you are wanting is guests then you'll get it that way!

 

[Sheila]

Yup, crazy huh? I've already asked corporate to fix that. No response. It's been about a year.

 

[esavvymom]

Ugh. Well, I think I'll just work from my Show Summarys. And thanks for the tip on the Customer List- I forgot about that one. I wish that we could customize the fields we want on a report when we run something. I'd love to be able to print Contacts and include just their phone/email, and my "notes" field so I can see where I met them! I usually put that info in the notes. Then when I call them, I could reference our connection. I get so frustrated when I try to use P3 for this stuff. Seriously contemplating making my OWN contact database. I have a friend who's an amazing programmer, he could help me make what I want in probably less than an hour!!! Oh well.

 

[AnaCash]

Hi there! Thank you for bringing this to our attention. It sounds like there may be a glitch in the system that is preventing your new guests from being automatically tagged as such. I recommend reaching out to our technical support team for further assistance in troubleshooting this issue. In the meantime, manually editing the contact and selecting the "Guest" category will ensure that they are included in your reports. Thank you for being a valued consultant and for your dedication to providing an exceptional experience for your guests. Keep up the great work!