Part in BBIS where we could show the Events the person has attended

We are arranging many training for our volunteers and other groups and are recording the attendance information on the events in CRM. We would like to be able to show that information on the constituent record in the BBIS community pages. We are are now emailing out the information to the users, and this functionality would save us time and would also encourage our volunteers to log on to their community pages.

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  • Jun 15 2020
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BBIS / Online Community
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  • Chris Kastner commented
    August 11, 2020 07:01

    Note - you can do this using the Query Results Display part. Simply create a query in CRM that includes a "Constituent Record" field - and when you create the Query Results Display part, select the contextual record as "current user" to that specific constituent record (ID) field - which will filter that query down to only that user.

    You can use fields from the query as merge fields in the output - it will loop through each record in the resulting query, e.g. past events - factoring in sort order and filtering from the query you write.

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