Additional Contacts
Additional Contacts controls whether DonorPoint prompts for one or more additional people as part of selecting an Item on a form. It is used for event packages where you need to collect registrant names, for raffle tickets where each ticket is credited to a seller, for auction items where a guest name is required, and for any item where the purchasing donor is registering on behalf of others.
Internally this configuration is the Assignability record, and that is the name you will see on the tab and on most of the field labels.
Where It Lives
Additional Contacts is configured on the Assignability tab of the Item edit page — its own tab, alongside Definition, Receipt, Restrictions, Custom Fields, and the rest. It is not part of the Restrictions tab.
Definitions are reusable. When you configure an item, you can select an existing definition from the dropdown or create a new one specific to that item. Once you have a standard definition — “Raffle ticket seller,” say — reuse it rather than rebuilding it.
Settings
| Field | Description | Default |
|---|---|---|
| Name | Internal name for the definition. Also serves as the fallback prompt on forms if no Prompt is set. Choose something that makes the use obvious in the dropdown | — |
| Prompt | The prompt shown on the form, such as “Seller Name” or “Attendee” | — |
| Contact Label | Label applied to each contact entry on the form | — |
| Assignability Type | How many additional contacts: None, One, Fixed Number, or Open Number | None |
| Assignability Include Type | Whether the buyer counts against the number: Buyer, Not Buyer, or Either/Prompt | Buyer |
| Assignability Prompt Type | All renders a field set for every contact up front; Add makes the donor click to add each one; None suppresses the prompt. Shown only when Assignability Type is Fixed Number | All |
| Number | How many contacts when Fixed Number, or the upper limit when Open Number. Shown for Fixed Number and Open Number | — |
| Minimum | The minimum number required. Shown for Open Number | 0 |
| Contact Name | Whether to prompt for the contact’s name | Yes |
| Name Optional | Whether the name may be left blank | Yes |
| Address / Address Optional | Whether to collect an address, and whether it is required | No / Optional |
| Phone Number / Phone Number Optional | Whether to collect a phone number, and whether it is required | No / Optional |
| Email / Email Optional | Whether to collect an email address, and whether it is required | No / Optional |
| Use Existing | Pick contacts from a picklist — members of a Contact Group, or contacts already named on the transaction — rather than creating new ones | No |
| Contact Group | The segment to pick from. Shown only when Use Existing is checked | — |
| Assignability Type Ahead | Cardinality for the type-ahead picker. Shown only when Use Existing is checked | Fixed Number |
| Custom Fields | Additional custom fields to collect for each additional contact. Select existing fields or create new ones | — |
| Reconcile Contacts | Whether additional contacts are flagged for reconciliation or marked as ignored | No |
| Across Quantities | Apply the additional contacts across all quantities of the item, rather than collecting a set per quantity | No |
How It Works on the Form
What the donor sees depends on Assignability Type and Assignability Prompt Type:
- One — a single additional contact entry
- Fixed Number with Prompt Type All — a field set for each of Number contacts, rendered up front. If Include Type counts the buyer, one fewer entry is rendered
- Fixed Number with Prompt Type Add — the donor clicks to add each contact
- Open Number — Minimum entries are rendered, and the donor adds more as needed, up to Number
Each additional contact is linked to the transaction as a separate Contact record.
When Use Existing is set, the form shows a dropdown of the members of the selected Contact Group instead of blank name fields. This is how raffle ticket sellers and solicitors are presented — see Running a Raffle for that use, and Segments and Lists for building the segment behind the dropdown.
Event Registrations
For Event Packages, Additional Contacts is the primary mechanism for collecting attendee names. Each additional contact entered on the form becomes an Event Registration Instance linked to the transaction. This is how you track who actually attended, not just who paid.
See Events and Event Packages for how this appears in the event context.