What's the best way to find and sort Records in EventPro?

Many of EventPro's records are contained in Selection Grids - a table of columns and rows listing a variety of related records.

If you are viewing all records in the selection grid, you can re-arrange the grid and re-sort the records to make it easier to find one record.

You can alter the horizontal positions of the columns by clicking and holding down the left mouse button on a column header, dragging the header horizontally to the right or left and releasing the mouse button to drop the column in the new position.

You can alter the sort order of the records by clicking on the column header by which you want to sort records (e.g. Last Name, Company Name, etc.). The red arrow in the column header indicates the sort direction. Click on the header a second time to reverse the order of the records. To sort by more than one column header, click on the header you want to sort by first. Then, hold down the Ctrl key while selecting the additional headings in the order by which you want the records sorted.

To return to the default column order and sizes, click the small empty cell to the left of the title row and select Reset Grid Customization.

If you are searching in a "Find" window, ensure that you are searching by the correct search term and that any relevant checkboxes are selected in the Find window.

If that still does not work, you may not be searching under the correct column header in the selection grid. Look for the small RED ARROW that appears in one of the column headers. EventPro will search for records containing your search term in the column marked by the red arrow.

For example, if you want to search for a contact by Last Name in the Find Company/Contact window, click on the Last Name column header and enter your search term in the Search For field. Matching records – i.e. contacts with last names that contain your search term – will appear.

For more information, see the User Manual at Introduction to EventPro, Common Functions: Selection Grids, Sorting Lists and Finding a Record.

Content by EventPro

Contact Us

EventPro Keeps Important Documents at Your Fingertips

You probably need to keep a few documents handy for every event – perhaps it is an event schedule or a specially crafted menu, or perhaps a specific floor plan sketched by the client.

Do you find that you simply don’t know where to store these documents so that you always know where they are and can access them instantly when working on the event?

Then you will find EventPro's Event Documents tab very convenient.

The Documents tab in the Event Maintenance screen allows you to store links to your event documents. Simply point the Linked File field to the location where you store the document.

The Enterprise Edition of EventPro also provides an advanced option. You can store the actual documents embedded in the Documents table, so that you don’t have to worry about other people moving the saved documents out of their specified folder.

For more information about this feature, see Chapter 3: Event Maintenance, Linking Documents to Events in the EventPro User Manual.



Content by EventPro Software
Contact Us

Save Time with EventPro Communication Defaults

If you want to save some time when working with Communications, make sure that you have set the communication defaults in your System Settings.

If you take a few minutes now to adjust these settings, you can avoid repetitive data entry in the future.

In the program, select Setup - System Settings from EventPro’s main menu, and click on the Communications tab.

For some of the default settings, you can choose whether EventPro will always perform the task, never perform the task, or prompt you each time to choose whether you want to:

• Save a communication after sending an email
• Save the letter content after sending an email
• Create a follow up action after saving a communication
• Save incoming attachments after saving a communication (Enterprise Edition only)
• Save outgoing attachments after saving a communication (Enterprise Edition only)

For the other settings, you can choose the default entry that will appear in the field, so that you do not have to select the options every time you create a communication. You can select the default:

• Outgoing communication method
• Incoming communication method
• Incoming communication reference
• Subject format for event report communications
• Whether to show the company name in the subject of a report communication

Saving a few seconds each time you send a communication will add up to a lot of time over the year!

To learn more about Communication System Settings, refer to the EventPro User Manual at Chapter 1: Setting Up EventPro, Step 1: System Settings, Communications.


Content by EventPro Software
Contact Us

How to Set Up EventPro Catering Menus Quickly with "New Copy"

To speed along your menu setup, EventPro allows you to copy catering configurations.

If you need to create several similar configurations, use the New Copy button to save time and data entry.

• In the Catering Configuration Setup area, find the configuration/menu you want to copy.
• Click the New Copy button to the right.
• The "Catering Configuration New" form appears, pulling in the information from the catering configuration you copied.
• You can now easily make the changes to price, default times, categories, items and more, as you require.

For more assistance, consult the User Manual at Chapter 1: Setting Up EventPro, Step 9: Resources, Catering Resource Items and Configurations: Copying Catering Configurations.



Content by EventPro Software
Contact Us

Use EventPro to Increase Productivity and Save Valuable Time

EventPro is great for improving organization and streamlining your event management process.

But you may be overlooking something that can save you even more valuable time: EventPro Training.

EventPro Training is an excellent way to increase productivity through more efficient use of EventPro Software. When you maximize your knowledge of EventPro, you can work faster, reduce repetition, automate procedures and optimize your database to improve performance.

Our EventPro trainers will teach you the expert tips you need to gain the maximum advantage from your software investment.

Even if you have received training before, supplemental training is still a great resource for your company. With our twice-annual Software Updates, we are constantly adding new features and benefits that you may not know about. A refresher course will take your EventPro skills to a whole new level and help you complete even the most complicated event management task with confidence.

If you have had staff turnover and need to train new employees working with EventPro, our expert trainers will get them started and bring them up to speed.

There are two options for EventPro Training:

• Onsite Training sessions are conducted in the comfort of your own facility with a class size of one to six people to allow for hands-on instruction. Our trainer specially customizes the session to cater to the needs of your organization and staff members.
• Online Training sessions are conducted through the internet and telephone with an individual or small group from your company. Online meeting technology allows the trainer and trainees to share a computer screen, essentially replicating an in-person environment.

For more details or a quote, contact our Account Consultants today.

Our consultative approach is focused on helping you understand EventPro's features and options so that you can determine whether our software and services are right for you.

 
 
 
Content by EventPro Software

Track Leads, Evaluate Sales Success with EventPro Enquiries

EventPro's Enquiries Module provides an easy and efficient way to track potential business.

Use it to collect and store all of the relevant information about a potential customer and event, including the enquiry source, lead status, estimated value, probability and more. Record ongoing communications with the customer and set actions to remind you to stay in contact. When the prospective customer decides to book your facility, simply convert the enquiry into an actual booking that uses the pre-entered data.

However, the Enquiries Module does not only streamline data entry. It can also help you analyze the success of your sales and marketing departments.

With your own customized Enquiry Sources and Status Codes, you can record where potential customers hear about your business and why they choose or do not choose your venue.

For example, you can create detailed enquiry sources such as “Phone Call: Word of Mouth”, “Email: Convention Booth” or “Email: Website”. Later, use the information to determine which marketing campaigns generate the most interest and the most successful sales leads.

With status codes, your leads are not limited to the standard “Hot”, “Warm” and “Lost”. Create informative status codes such as “Won – best selection” and “Lost – prices”.

The data can later be collected into reports that pinpoint the strong and weak points in your sales process.

Learn more about the Enquiries Module at Chapter 8 of the EventPro User Manual.

Want to try the Enquiries Module for free?  Sign up for a free trial.



Content by EventPro Software

Contact Us

How EventPro Makes Booth and Exhibitor Management Easy

Do you organize Trade Shows, Exhibitions, Fairs, Conferences, Festivals or any other kind of event that involves Booths and Exhibitors?

Then you should be using EventPro’s Booth Module. It's designed to help you manage every detail related to exhibitors and booths.

Define Your Booths
You can set up general booths for each event, defining the Booth Type, Dimensions and Detail Items for each, or use the “New – Multiple” function to create several booths simultaneously.

Assign Booths to Exhibitors
When you assign a booth to a company, you can adjust the booth supplies, characteristics and rental dates according to the requirements of the specific exhibitor.

Custom Rental Codes
It is easy to set the rental fees exactly the way you want them, whether you use your pre-defined Rate Codes, create an entirely new charge for an exhibitor or provide a special discount.

And more...
Several other features in the Booths Module will make your job easier.

• Registration Packages help you keep track of which exhibitors will be attending the event.
• The Mail Merge allows you to send out personalized letters or emails to numerous recipients in one easy-to-follow wizard.
• Communications and Actions ensure that you stay in touch with the exhibitors and complete all the required tasks within the deadlines.
• The Finance section allows for adjustable third-party billing, batch invoicing, invoice mail merge and other flexible, convenient invoicing options.

To ensure that you can easily find the records you need, the Booths Module stores all of this related information in one convenient folder within the event.

Read more about the Booths Module in Chapter 6 of the EventPro User Manual.

Want to give the Booths Module a try for free?  Contact our Account Consultants for a Free Trial.



Content by EventPro Software

Contact Us