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
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