Condensed Sign-In Sheet
We have an event tomorrow for roughly 60 guests. The "sign-in sheet" is spread out to 6 pages! That can easily be condensed to two page. Many broker-dealers require sign-in sheets for client events. A simple table of attendee names with a signature line would be easy to create.
I know we can do a custom export, however, doing so does not capture guest names, only the primary attendee name. A quick export to a CSV would be nice to have, and we can format from there!
Tom M. shared this idea