@JSimmons We should discuss this at Civi-fortnightly. Creating activity types is pretty easy so we could do that part in the meeting

@JSimmons Is request still something that MGFE would like done?

Hi @Lars! Thank you for reaching out about this task. Yes, we are still interested in adding these fields to Civi activities. There are a few updates:

The following are no longer needed:

• Activity type: Event - Hybrid
• Event type fields: Meeting, Hybrid

Please let me know if you need more information from me about this project. Happy to connect 1x1 or in a Civi Fortnightly. TY!

Thanks @JSimmons. I've created the requested activity types.

Regarding the event type, I'm wondering if this basically replicates the info that is already inherent in the activity type (in which case we might want to avoid storing the info twice because it can become inconsistent)? Are there "Event - " activity types that could be either in person or virtual or is each activity type always one or the other? My guess is Event - Special could be either and the others would be in person, except Event - Virtual. If that's the case, let's discuss where this would be searched and go from there.

Note also that in T381535: Meeting type fields on MG activities there is proposal to add a custom field with Call, In-person and Virtual types for meetings. Maybe we could add Hybrid to that option list and then use the same field for both events and meetings? I'm not clear on what Meeting is in this context though, would that be a separate type from In-person?

Hi @Lars - I understand your comment about duplicating information. With these new activity types (particularly event - virtual) I think we're all set as far as our reporting needs. I've already used some of the new activity types for FY2526 events, thank you!

The other task you linked to (T381535) relates to meetings that Major Gift Officers have with individuals and/or foundations that are separate from events. These meetings are often conversations about the work of the foundation or other stewardship opportunities, not a direct fundraising ask. The Gift Officers do conduct these meetings in a variety of formats (virtual, in-person, and hybrid). I believe they track metrics on the number of each type of meeting. Desiree may be able to provide additional clarification.

Thanks @JSimmons. If in the future you do want those event type fields (virtual, in person, etc) for these major donor events as well, it would be very easy to extend what we'll have done for the meetings (as long as we want the same list of options).

Thank you!