Sometimes MinistryPlatform initially matches registrations by anonymous users to the Default Contact record rather than the record of an actual Participant. With the Assign Participant Tool, you can quickly review and assign these registrations to an appropriate Participant record.

• The Assign Participant Tool is available on the Events and Event Participant pages.
• You can launch the tool from an open record or from the Grid Layout with or without a selection of records.
• When you assign the correct Participant, the following records update if they are associated with the Event:
  • Invoices
  • Invoice Detail
  • Payments
  • Form Responses
  • Group Participants
• The Assign Participant Tool suggests matches based on:
  • First Name or Nickname
  • Last Name
  • Mobile Phone or Email address
  Note: When you assign an event participant to a Participant record, if the notes in the Event Participant record exactly match the notes on the Invoice and Payment records, the Invoice and Payment records update to associate to the appropriate contact. If the notes fields do not match, the system assumes the event participant and the payer are two different people, so the Invoice and Payment records do not update to associate to the contact.
• For Events in a Series, the tool only assigns the Event Participant record for the event to which the individual Registered. The Data Quality routine then adds the participant to future events.
• Users can Assign the Participant to one of the matches suggested by the Tool or choose to create a new Participant record. If you create a new Participant record, MinistryPlatform creates new Contact, Participant, and Household records.
• When you assign an Event Participant to a Participant record, if the Notes on the Event Participant record exactly match Notes on the Invoice and Payment records, then those records update to link the appropriate Contact record to the Participant.
• This tool also updates the Product Group Participant if it is in use. Be sure to adjust or confirm any changes in data and use the Add/Edit Family Tool with the Assign Participant Tool to update your data.
• The Audit Log records all changes.
• The Assign Participant Tool works for any event, so hunt down past events and resolve those "old" Default Contacts.

Note: SPoCs can grant user access to this tool.