Activity Group Member List

This list page is where you can define the group members details and also get and overview of them.

Note:There can only be as many members as indicated by the value in the Quantity field in the Activities section of the group card from which this page was opened from.

Group Members - fields

 

Field	Description
Sequence	Reference to the base group member assignment. The look-up lists all members in the group and assigns to the group line member list. All group members get a unique sequence number that can be used to assign them to the activity group line as participants.
Confirmed	Identifies if this group member has any activity confirmed.
Sub Group	Subgroups are dynamically created "groups" within the member group, that is if the user wants to group together adults, children, and so on, and use that subgroup later to assign multiple group members at once.
Contact	If the member is already registered as a member contact, you can look him or her up here and search for a member contact and assign to the group.
Name	Name of the person.
Guest Type	Specifies the group member Guest Type. For example: if this individual is a children this could have the value "CHILD".
Phone	Person's phone number.
E-mail	Person's email.
Comments	Internal comment.
Balance	Identifies the balance of the group member.
No. of Activities	Identifies the number of activity reservations that are assigned to the individual. Note: The user can drill down to the Activities list from this field.

Group Members - actions

 

Action	Action	Description
Set Guest Type	Set Guest Type	Changes the guest type of the selected group members. Once clicked you are prompt with a page of all of the Guest types. Select the one you want and then click OK. All of the selected group members will then have the value of the selected guest type.
Related	Activities	View all group activities that are assigned to the selected group member.
	Reservation	View all group reservations assigned to the selected group member.
Actions	Request Group Members	Sends an e-mail with an excel file attached for the receiver to fill in the details of all of the group members.
	Send Group Members	Sends an email to all the group members that have the e-mail field filled.
	Import Group Members	Imports the group members details from an Excel file. Note: It only works when the imported excel file has the same template of the one generated on "Export Group Members"/"Request Group Members" actions.
	Export Group Members	Exports the group members details into an Excel file.