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Frequently Asked Questions |
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Click on an item in the table of contents to find the question you are looking for and then click the question to get the answer.
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| Remember that you can also find the answers to your questions in the EventPro User Manual, which is frequently updated, fully searchable and complete with a detailed index. You can find the manual Online or in the program (click Help).
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Table of Contents: |
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A: Be sure to complete the information on the request form. Fill in your name, company name, phone number, email address and company address. You will be emailed within 1 business day from the receipt of your request. If the information is incomplete, we cannot contact you or send you an evaluation software download link. Contact our Sales Department at Sales@EventPro.net or (306) 975-3737 if you have any more problems.
A: To purchase EventPro Software, contact our Sales Department at Sales@EventPro.net or (306) 975-3737 (press 1 for Sales). Please do not hesitate to ask for a free evaluation and live demo with our Sales Department
A: We accept checks, money orders, wire transfers, Visa and MasterCard.
A: If you forget your username and password, first try to login with EventPro’s default username "supervisor" and password "superv". If you still cannot enter the system, please contact Support at Support@EventPro.net or (306) 975-3737.
A: Login to EventPro by double clicking on the desktop icon. Enter "supervisor" for the username and "superv" for the password. To begin entering your own data, refer to Chapter 1: Setting Up EventPro in the EventPro User Manual, which can be accessed by going to Main Menu | Support | Manual on the website.
A: We offer Online and Offsite training, as well as in-house data entry. For a further description, go to Main Menu | Support | Training on our website. If you have more questions, please contact our Sales Department at Sales@EventPro.net or (306) 975-3737.
A: You will receive a Setup Checklist from your trainer. Please complete the information as thoroughly as possible. Trainers need this information at least 2 weeks prior to training date. Your trainer will consult with you about any further requirements.
A: If you are logging into the Standard Edition, choose the Database you want to use: (1) Sampdata.mdb contains sample data illustrating the many capabilities of the software. With this database, you can see an example of how the software can be set up. However, do not enter your own data in the SampData.mdb file. (2) Data.mdb is a blank database that, once set up, will contain only information applicable to your own business. When you are ready to set up the software for your company, use this database. If you cannot find the database by clicking the drop-down list arrow, click the Find button and navigate to the correct database.
A: If you are logging into the Enterprise Edition, choose whether you will be using Windows Authentication or SQL Server Authentication, and fill in the fields below, which will vary depending on the option you chose. Consult the manual for instructions about installing and logging into the software. Go to Main Menu | Support | Manual on our website to find the manual.
A: No, but the number of locations you can enter into EventPro depends on the software package you purchase. Ask your Sales Representative about the different options available.
A: In the EventPro User Manual, see Chapter 1: Setting Up EventPro, Step 3: Users, Adding Users. The manual can be accessed online by going to Main Menu | Support | Manual on the website.
A: No. You can keep track of as many customers, setup items, staff, catering resources and beverage resources as you need. In the EventPro User Manual, refer to Chapter 1: Setting Up EventPro, Step 6: Company/Contact and Step 9: Resources.
A: You can enter as many user profiles as you want in EventPro, but the number of users that can use the program concurrently will depend on the software packages that you purchased. Consult your Sales Representive if you require additional concurrent users.
A: Only English is supported.
A: EventPro allows you to import Companies, Contacts, and Attendees from CSV files, Microsoft Excel spreadsheet or Microsoft Access Databases (table name or SQL statement).
A: No. However, you can create user fields, and in several areas, you can define your own categories, statuses, etc.
A: Yes. It is the Inactivity Timeout in System Settings.
A: Yes. You can track user activity with the Audit Log.
A: Live support is available Monday to Friday 7 a.m. to 5 p.m. CST (available in English only). You must have a current Upgrade Protection Plan to access EventPro Support.
Email: Support@EventPro.net
Phone: (306) 975-3737
Fax: (306) 975-3739
A: You can take several measures to ensure the most efficient service from our Support Department:
(1) Be at your computer with the program running
(2) Know your User I.D. (a six-digit number found on the first screen of the program, which you can view by selecting Help | About)
(3) Know what platform your computer is running on and the type of network system
(4) Take note of what you were doing before the problem occurred and record the wording of error messages
(5) Prepare a complete list of questions explaining what you want to do and what problem is preventing you from doing that
A: Once you begin entering data into the program, you should probably back up your data once a day, minimum. This may seem like a lot, but think about how many days' worth of data entry you are willing to lose. Consider that if it takes one day to enter some data, it will probably take much longer to figure out what was lost and re-enter it all if you experience data loss. Backing up data does not have to be a complicated, time-consuming process. To learn how easy it is to set up a backup schedule, choose backup media and select key files to back up, refer to the EventPro User Manual at Chapter 16: Utilities, Back Up EventPro Data.
A: To view the minimum Software Requirements on our website, go to Main Menu | Software | Requirements.
A: Yes, the software is compatible with Windows 2000, but Windows XP is recommended.
A: The UPP is an annual support and upgrade contract. It provides access to:
(1) New and enhanced features developed in response to customer input, delivered through two scheduled Upgrades per year.
(2) Unlimited hot fixes and updates, delivered through periodic updates as required.
(3) Unlimited Technical Support via telephone, email and fax.
(4) Comprehensive user manual, available online or as a CHM or PDF document, regularly updated by our in-house Technical Writer.
(5) The EventPro Connection, our quarterly newsletter, which provides company news, software feature demonstrations, helpful hints and promotions.
(6) The EventPro Bulletin, which provides information about updates and upgrades for assisting technical staff with network maintenance.
(7) The EventPro Support Website, which includes 24-hour access to the newest Downloads, frequently asked questions (FAQs), "What's New" (a list of latest enhancements), Bug Report forms, File Uploading and more.
A: Contact your Sales Department at Sales@EventPro.net or (306) 975-3737 (press 1).
A: If you have a current Upgrade Protection Plan, you can download the most recent upgrade by logging into Support. Click on the Downloads tab and click on the most recent Update link.
If you need to upgrade from Version 5 to Version 6, please email our Support Department to secure a spot on our waiting list. All custom reports must be rebuilt before upgrading or they will be lost. Also, all data must be tested and verified by EventPro Support before upgrading.
A: When a new version of our software is released, it contains new features, enhancements and fixes for any bugs in the previous version. Your system will run more smoothly when you update. A current Upgrade Protection Plan is required to update.
A: No. When you run an update, none of the information you have entered in the program will be lost or changed.
A: The Standard Edition uses MS Access databases, while the Enterprise Edition uses MS-SQL Server databases. Other than that, both editions are identical. You will require a special license file to run the Enterprise Edition. The evaluation version you received would be the Standard Edition.
A: Contact your Sales Department at Sales@EventPro.net or (306) 975-3737 (press 1), and let them know that you would like a free demonstration and trial of the Enterprise Edition.
A: You can install the software on as many machines as you want, and create as many user profiles as you want, but only as many users as you have purchased can be logged into the program at the same time.
A:
(1) Login to EventPro Support with your 6-digit User ID and Password.
(2) Click on the Downloads tab and click on the EventPro Install link at the top.
(3) Save the EPSetup.exe to your Desktop and double-click it.
(4) Click Run. The Installation Wizard will begin. Click [Next] to continue.
(5) The next screen contains the license information. Please read the agreement and click Agree if you accept the terms and conditions, or Disagree if you cannot accept them. If you disagree with the license agreement, you cannot continue. Click [Next] to continue.
(6) The next screen provides some information about Standard versus Enterprise. Read this and click [Next] to continue.
(7) You now have the option to Install as a New Installation or Update a Previous Version.
A: Find the complete instructions on how to install EventPro from the EventPro User Manual, under the Introduction. To locate the manual on the website, go to Main Menu | Support | Manual.
A: Select File | Update License from the program's main menu. Enter your User ID and Password and click OK. The Information dialog box should inform you that the license has been updated successfully. Click OK.
A: If you are in the program, go to Help | What's New. This page will display a list of program versions, with the latest at the top. If the version you are running is older, you can download the update. To check the version you are on, select Help | About. If you want to view updates on the web, log into the Support area of our website and look under the What's New tab.
A: To locate the Manual on the website, go to Main Menu | Support | Manual.
In the software program, select Help from the main menu and choose whether you want to Use Online Help or Use Local Help.
A: In the program, click on Help and select Download and Update Local Help. The program should download the updated files and inform you that the manual has been updated successfully. Note that you will need rights to write to the folder to which the Help file is saved. When the manual update is finished, click on Help and select Use Local Help. Then, select Help again and click on Contents to open the local CHM version of the user manual.
A: Yes, you can still find a PDF copy of the manual on this website by going to Main Menu | Support | Manual. However, it is strongly recommended that you try the Online or CHM versions of the manual because they have additional benefits such as clearer screenshots, a Search function and detailed Index. Because we frequently update the User Manual to ensure that it keeps up with new and enhanced features in the software, a printed copy of the manual will quickly become out-of-date.
A: Log in to Support.
To report a bug, click on the Bug Report tab and submit your information in the form.
To make a suggestion, click on the What's New tab, and click the "Suggest an Improvement" link. Note that participation of our UPP customers (customers who purchase our annual Upgrade Protection Plan) is our main source of new ideas for the software.
A: First, 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 header.
Look for the small RED ARROW that appears in one of the column headers. The program will search for records containing your search term in the column marked by the small red arrow.
For example, if you wanted to search for a contact by Last Name in the Find Company/Contact window, first click on the Last Name column header and then enter your search term in the Search For field. Matching records - contacts with last names that contain your search term - will appear.
A: A selection grid is a table of columns and rows listing a variety of related records. Most selection grids can be customized to suit your personal preferences. To alter the horizontal order of the columns, drag-and-drop a column into a new position. You may find it convenient to move important columns to the left so that you do not have to scroll to the right as often. To return to the default order and sizes, click the small empty cell to the left of the title row and select Reset Grid Customization.
A: A selection grid is a table of columns and rows listing a variety of related records. Note the RED ARROW in one of the column headers. It indicates the column header by which the records are sorted and the sort direction. Click on the header a second time to reverse the order of the records. To sort by a different parameter, choose a different header.
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.
A: If an error pops up, click the Email or Print button on the left of the pop-up. An Error Information dialog opens, in which you should enter a detailed description of what happened. A brief explanation such as "I clicked the Edit button" is not enough. Describe the screen, tab and/or window that you are in and explain what you were trying to do. Sending a screenshot is not necessary. When you are done, click OK. If you printed the error report, fax it to Support.
After you send the error report to Support, shut down the program, re-start it and repeat the action that caused the error. Have other users try the same thing on their computers. If the error occurs again, send the error report to Support a second time, explaining that you could duplicate the error after restarting the application. You do not need to send more than two error reports for one error.
A: You can select these options in System Settings. In the User Manual, refer to Chapter 1: Setting Up EventPro, Step 1: System Settings, General.
A: Go to Setup | System Settings in the main menu and click on the General tab. Enter the number of minutes in the Inactivity Timeout field. If you want to shut off the timeout, enter 0 (zero) minutes. However, it is recommended that you keep the inactivity timeout on for security and automatic backup purposes. Click Save.
A: Yes. EventPro has several data purging options. In the User Manual, consult Chapter 16: Utilities. Remember that any time you run utilities, you should create a complete backup of your data, in addition to the regular data backups you should already be running.
A: Yes, EventPro can be used to manage any type of event in any kind of facility or room: meetings, dinners, weddings, concerts, large parties, multi-day conferences, music festivals, workshops, banquets, trade shows, etc.
A: Yes, you can add any extra details to an event, such as decorations, flower arrangements, catering, audio/video equipment, booth supplies, personnel, entertainment, programs, tables and any other detail you can imagine. In the User Manual, look at Chapter 1: Setting Up EventPro, Step 9: Resources.
A: Yes, and you can define the names and color-coding for the event statuses you use. In the EventPro User Manual, see Chapter 1: Setting Up EventPro, Step 2: Statuses.
A: Yes, you can define the category and sub-category for each event, and later sort the events by those categories and sub-categories. In the EventPro User Manual, see Chapter 1: Setting Up EventPro, Step 4: General Lookup Tables, Event Categories.
A: Yes. EventPro has the ability to manage advanced catering requirements. You can set up advanced catering items and menus in your Resource tables. In the EventPro User Manual, see Chapter 1: Setting Up EventPro, Step 9: Resources, Catering Configurations.
A: Yes, you can search for an event by Event Name, Booking Number, Company Name, Start Date, End Date, Client City and more.
A: Yes, as long as the user has the appropriate access rights.
A: Yes. You can change one, multiple or all event locations to a status of "Cancelled". To create statuses, refer to Chapter 1: Setting Up EventPro, Step 2: Statuses in the User Manual. To learn to change event status, consult the User Manual at Chapter 3: Event Maintenance, Modify Event Information: Detail Tab, Location Update.
A: Yes, you can create "Actions" for an event. Actions can be created to notify a single person or an entire group of people that a task must be completed before, during or after an event. Consult the EventPro User Manual at Chapter 11: Actions.
A: In the EventPro User Manual, see Chapter 2: Create a Booking. In this Chapter, you can learn about Creating a New Booking, Creating a New Repetitive Booking, Creating a New Copy Booking and Appending Days/Locations to Bookings.
A: We recommend that you cancel events instead of deleting them because when you delete an event, the booking number is deleted with it. You can not retrieve deleted information for future reference. Cancelling the event will delete the detail information, but will keep the Booking Number and Event Name for reference. You can still book events over the cancelled event without hassle.
However, if you must delete the event, see Chapter 3: Event Maintenance, Event Maintenance Screen Overview: Event Options, Delete in the EventPro User Manual.
A: To move an event on the Booking Calendar, refer to the EventPro User Manual, Chapter 2: Creating a Booking, Change Locations/Days on the Booking Calendar.
To change the locations and days of an event in the Event Maintenance screen, refer to the EventPro User Manual, Chapter 3: Event Maintenance, Modify Event Information: Detail Tab, Location Update.
A: In the EventPro User Manual, see Chapter 2: Create a Booking, Appending Days/Locations to Bookings.
A: In the EventPro User Manual, refer to Chapter 1: Setting Up EventPro, Step 10: User Rights, Creating User Right Groups, and Chapter 3: Event Maintenance, Set Lock Levels.
A: In the EventPro User Manual, refer to Chapter 3: Event Maintenance, Modify Event Information: Detail Tab, Location Update.
A: In the EventPro User Manual, see Chapter 3: Event Maintenance, Adding Resource: Copy Resources.
A: In the EventPro User Manual, refer to Chapter 3: Event Maintenance, Finding an Event.
A: Yes. Go to Setup | Rate Codes in EventPro's main menu. Here, you can create standard codes for Accommodation Rates, Attendee Functions, Attendee Registration, Exhibitor Booth, Exhibitor Registration and Locations. In the EventPro User Manual, see Chapter 1: Setting Up EventPro, Step 7: Rate Codes.
A: In the Standard Edition of EventPro, you can store links to documents in the Documents tab in the Event Maintenance screen. Ensure that you direct the Linked File field to the location where you store the documents. In the Enterprise Edition of EventPro, you can store the actual documents embedded in the Documents table. For more information, see Chapter 3: Event Maintenance, Documents, in the EventPro User Manual.
A: In the most basic scenario for an event, you will invoice the customer once for all of the event charges - locations, setup, catering, beverages, staffing, etc. - and the customer pays the invoice. In the Invoice Wizard, select Create an Invoice Automatically from all chargeable items. If you do not change any of the options, EventPro will create one invoice for 100% of all items.
When the Customer pays, go to the Payment Wizard and select Regular Payment. EventPro will, by default, apply the entire payment to the one existing invoice.
For more information on any EventPro invoice or payment questions, see Chapter 4: Finance (Invoice/Payments) in the EventPro User Manual.
A: First, find the payment that you have incorrectly allocated. Click the Edit button to the right of the selection grid to open the Payment window. Go to the selection grid in the bottom section of the Payment window. Click in a field under the This Payment column and type in the correct numbers. For example, if you want to un-allocate a payment from an invoice, find the row that contains the invoice, click in the field under the This Payment column and type 0 (zero).
If you want to allocate more money to one invoice and less to another, first go to the invoice to which you want to allocate less, and type in the lesser number. Then go to the other invoice, and type in the larger number. This way, you will not over-allocate the payment and receive a warning. When you are done editing the payment, click Save.
A: Ensure that you chose the correct Cutoff Date in the first page of the Invoice Wizard. The invoice will include all uninvoiced items up to and including this date. If, for example, a setup item is booked to be used at an event on October 26, 2008, that item's "date" will be October 26, 2008. To include that item in the invoice, the Cutoff Date of the invoice must be October 26 or later. Refer to Chapter 4: Finance (Invoices/Payments), Invoices: Creating an Automatic Invoice for an Event.
A: In the Invoice Wizard, select Create a DEPOSIT Invoice Manually and create the invoice for a set amount. When the customer pays the deposit, select Deposit Payment in the Payment Wizard. The deposit payment will be applied to the deposit invoice, but it will also be stored as a payment that can be applied to future invoices.
Create your invoice for the event charges in whatever manner you choose. When you move through the Invoice Wizard, you will have the option to apply the Deposit Payment to the invoice.
A: The best way to handle refundable deposit is to use a combination of miscellaneous items and payments. Using miscellaneous items allows you to track the money you have collected for the event. If you do not use miscellaneous items, refundable deposits that are not returned will look like extra payments instead of legitimate event costs.
In the manual, refer to Chapter 4: Finance, Invoice and Payment Sample Scenarios: Invoice and Return a Refundable Deposit for a complete description of how to handle refundable deposits.
A: Before the event, you would create an invoice for location charges only. In the Invoice Wizard, select Create an Invoice Automatically from all chargeable items, but under Options, uncheck all of the item types except LOCATION and continue. The Customer will provide a payment, which you will apply as a Regular Payment towards this invoice.
After the event, you would create an invoice for all remaining charges. In the Invoice Wizard, select Create an Invoice Automatically from all chargeable items, and leave all items checked under Options. EventPro will create an invoice for all remaining event charges (automatically excluding the location charges already invoiced) including any new locations you might have added.
A: In the Invoice Wizard, select Create a CREDIT Invoice Manually. Create a credit item, enter the amount as a negative value (e.g. Decorative Arch = $60.00) and apply it to the relevant invoice. There will no longer be unpaid charges for the event.
A: Go to Accounting | Finance in EventPro’s main menu. The Invoice Export button is located along the right side of the Invoices selection grid. For detailed instructions, refer to the EventPro User Manual, Chapter 4: Finance (Invoice/Payments), Invoicing in Accounting | Finance: Invoice Exporting and Account Code Breakdown.
A: You may be tempted to go into your existing taxes and edit them, but do not do this. You need to create a new Effective Date with the new tax rates. For detailed instructions in the manual, go to Chapter 1: Setting Up EventPro, Step 5: Taxes, Adjust Taxes for Future Increase or Decrease.
A: Yes, each event can be connected to a different client, which would be your cost center. Clients and all of their information are set up in the Companies/Contacts area of EventPro.
A: Yes, as soon as you open the event in the Event Maintenance screen, the Client Name appears at the top. When viewing the events in the Booking Calendar, the client information will pop-up on your screen.
A: You can enter your companies and contacts in the EventPro Company/Contact screen. See the extensive instructions in the EventPro User Manual, under Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company and Entering a New Contact.
A: Yes, you can add information about all of your clients, business associates and suppliers in the Companies/Contacts area of EventPro. You can specially classify certain companies as "Suppliers" so that they are easy to find. In the User Manual, see Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company.
A: Yes, you can assign categories to your companies as you add them to the Companies/Contacts area. You could, for example, create a category called "Preferred Suppliers" and assign this category to the appropriate suppliers. You can also create user-defined fields and enter the required information there. In the User Manual, see Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company.
A: EventPro will not automatically interchange data with any address book. However, you can import companies and contacts into EventPro.
A: If you have companies and contacts in existing files (such as Excel spreadsheets or CSV files), they are easy to import into EventPro. Refer to the instructions in the EventPro User Manual, under Chapter 9: Company/Contact Management, Importing Companies/Contacts.
A: Edit the Company or Contact, and click on the Classification tab in the Company or Contact [Edit] form. In the Do Not Contact By area, check the communication methods by which the company or contact should not be contacted. Save the record. For more information, refer to the EventPro User Manual, under Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company and Entering a New Contact, specifically the information about the "Classification" tab in the [New] window.
A: In the EventPro User Manual, refer to Chapter 12: Communications, Part A: Communications, Assigning Emails to Communications.
A: In any Communication area, click the New From Email button. The Synchronize Email window appears. Select the relevant email and click Assign. Most of the communication information will simply default in. Make any adjustments you need and click Save. For more information, refer to Chapter 12: Communications, Part A: Communications, Assigning Emails to Communications in the EventPro User Manual.
A: When you create a new Communication or print a report to Email, click the Add Report button in the lower right corner to open the Run Report dialog. Select the appropriate report and click OK. Choose the Report Options in the next window and click OK. The report will be added to the attachment area of the communication. Continue this same process until you have added as many reports as you want.
A: Yes, EventPro has a mail merge function that allows you to send invitations to multiple recipients via email, print or fax.
A: Yes, you can create label templates with merge fields and print them for companies, contacts, attendees and exhibitors. In the EventPro User Manual, refer to Chapter 12: Communications, Part A: Communications, Labels.
A: You need to add merge fields to your letter and label templates. The merge fields will pull in the relevant information for each recipient, such as name, company, address, event name, and more. To learn how to create letter or label templates, refer to Chapter 12: Communications, Part B: Letter Templates and Part C: Labels.
A: Yes. You can set a variety of Communication defaults in your System Settings, including default outgoing and incoming communication methods, whether to create a follow up action, whether to save the communication after sending an email, and more. In the program, select Setup | System Settings from EventPro's main menu, and click on the Communications tab. For more information, consult the EventPro User Manual at Chapter 1: Setting Up EventPro, Step 1: System Settings, Communications.
A: Sometimes a quick re-set of your email settings fixes the problem. Try this quick fix before contacting Support.
Open the program and select File | Email Settings. In the Email Settings window, take note of your current settings. Now, go into each field below Email Method (Profile Name, Password, etc.) and delete what is entered in each. When you have blanked out the fields, select None as the Email Method and click Save.
Now, return to the File menu and select Email Settings again. In the Email Settings window, re-set all of the correct options for your Email and click Save. Hopefully, this has corrected the problem with your email. If you are still having problems, contact Support and explain that you already tried re-setting your email settings.
A: When a linked object is inserted into a document, it is still stored externally from the document. The printed or viewed document will find the graphic in the specified folder and include it in the output. An embedded object, however, actually becomes part of the document, which increases the size of the document. Consequently, if you embed graphics into many documents, they will use up a lot of space in your database. That is why we recommend linking graphics 100 KB or larger, or sometimes even linking smaller graphics that are frequently used in multiple documents.
For more information, consult the EventPro User Manual at Chapter 12: Communications, Part B: Letter Templates, Word Processor: Insert Graphics .
A: Yes, EventPro has an optional module called the Attendee Module, which can assist you with all aspects of attendee management. For more information, see:
(a) Our website at Main Menu | Software | Optional Modules | Attendee.
(b) The User Manual at Chapter 5: Attendees.
A: Yes - when you add Attendees to Events. Refer to the EventPro User Manual at Chapter 5: Attendees, Creating Single Attendees.
A: Yes. Refer to the EventPro User Manual at Chapter 5: Attendees, Attendee Tables and Reserve Seats/Tables or Assign Attendees to Seats and Tables.
A: You can set up Registration Groups in any way you like. You can set minimum and/or maximum registrants for a group and set the maximum number of functions an attendee can select for a package. You can make certain functions mandatory for a registration package or make packages mutually exclusive. You can set up per-attendee or per-table rates, or base the rates on the type of attendee/company or the time of registration.
For more information, consult the User Manual at Chapter 5: Attendees, Attendee Registration.
A: Yes, you can set up your facility's accommodation rooms in any customized format you require. You can create any kind of rate structure based on the rates your facility offers. You can then create reservations that are or are not related to an event occurring at your facility. For more information, consult the User Manual at Chapter 10: Accommodations.
For more information on our website, go to Main Menu | Software | Optional Modules | Accommodation.
A: There are over 100 hard-coded reports in EventPro that cover a variety of information, including Events, Attendees, Enquiries, Exhibitors, Accommodations, Finance, Setup, Company/Contacts, and more. You can also customize any report or create an entirely new report to arrange the data the way you want (previous report-building experience required).
A: Yes. There are over 100 ready-to-use stock reports.
A: No. EventPro comes with built-in tools to customize and create new reports.
A: Yes, for many reports, but not all. It depends on the context of the report.
A: Yes, many reports have different options you can choose before printing the report. For example, for some reports, you can choose to view certain types of items or exclude other types of items. You can also filter many of the reports so that only certain records appear.
If the report still does not display the exact information you want, reports can be customized to arrange the information in an unlimited number of ways (previous report-building experienced required).
A: Some reports are available from the Reports menu and others are available on various EventPro screens. To learn how to run and print any of EventPro’s reports, see Chapter 15: Reports in the EventPro User Manual.
A: Your company information on reports, such as company name, address, phone number, etc., is drawn from your Software License, which you cannot change by yourself. To change the information in your Software License, please email the EventPro Software Administration Department at Business@Eventpro.net. In the email, explain that you want to change the contact information on your license. Please provide the proper company name, address, city, state/province, zip/postal code, phone and fax number. If there are any particular details - e.g. you want the phone number to appear as (306) 975-3737, not 306-975-3737 - please include those instructions.
Remember that you can adjust your logo and the position of your company information in reports in your System Settings. Go to Setup | System Settings, and click on the Reports and Logo tabs.
A: Our Support Department will supply you with instructions to get up and running with EPWeb.
EPWeb Requirements:
Browser: Internet Explorer 5.5+, Netscape 6+ (or higher)
Server Requirements: ISAPI Dll Installation: requires IIS 6.0 (or higher),
Service Installation: requires Windows 2000 (or higher), or Windows 2000 Server (or higher)
A: Yes - see Chapter 17: EPWeb Module in the EventPro User Manual.
A: Yes - You can use it to allow access to the calendar of events for everyone in your facility, without putting your information on a public website.
A: Yes. There are several settings you can adjust to determine who can view events and how much event information will be visible online. You can adjust the online rights of companies and contacts to determine whether they can view events, which events they can view, and how much information they can view. For events, resource items, catering and beverage configurations, and locations, you can determine whether they will "Show on Web" or not.
In the EventPro User Manual, see Chapter 17: EPWeb Module, Part I: Functionality, EventPro Settings, for the various settings that affect which information is visible online.
A: Yes, if you have sufficient online rights. In the EventPro User Manual, see Chapter 17: EPWeb Module, Part I: Functionality, New Booking.
A: Yes, assuming you have sufficient online rights, the items are visible on the web, and the event settings allow you to. In the EventPro User Manual, see Chapter 17: EPWeb Module, Part I: Functionality, Add Catering to a Location and Add Setup Items to a Location.
A: Yes, the Requests page in EPWeb allows a person to enquire about holding a future event in your facility, without necessarily knowing the exact location or date of the event. You can then retrieve these requests in EventPro. In the EventPro User Manual, see Chapter 17: EPWeb Module, Part I: Functionality, Request.
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