11: Actions
Contents
EventPro's “Actions” feature will help you remember all the tasks that need to be completed 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. Actions are not the same as Messages (see 13: Messaging). “Actions” are reminders of tasks that must be accomplished at some point in the future, while “Messages” provide notification that something has already happened.
Actions can be created from several areas within EventPro:
•The main Actions Screen displays a master list of all generated Actions.
•There is also an Action tab within the Event Maintenance screen and Enquiry Screen, but they only display Actions attached to the selected event or enquiry. The Action tabs within the Attendees and Exhibitors Tabs of the Event Maintenance screen will only show Actions attached to the selected attendee or exhibitor. Note that the Attendee Module and Booth (Exhibitors) Module are additional modules available for purchase. For more information or a demonstration of these modules, please contact your nearest EventPro Sales Department.
•There are Action tabs for the various Company and Contact views within the Company/Contact screen. These Action tabs will display only Actions that are related to the selected company and/or contact.
•Finally, there is an Action tab in the Enquiries screen. This Action tab displays Actions related to the selected enquiry. Note that the Enquiries Module is an additional module available for purchase. For more information or a demonstration of this module, please contact your nearest EventPro Sales Department.
Action Tab Overview
Find the relevant event in the Event Maintenance screen and click on the Actions tab. If you chose the Auto Add to All Events option for an Action when creating it, or if the event belongs to a category to which certain Actions are automatically assigned, those Actions will be automatically generated under the Action tab for the event. To review your Action settings, return to your General Lookup Tables under Action Categories, Actions and Event Categories.
1.Event Attendees Tab: Find the relevant event in the Event Maintenance screen and click on the Attendees tab. Find the attendee in a Single View or click to highlight the attendee in a List View. Click the Actions tab at the bottom of the screen.
2.Event Exhibitors Tab: Find the relevant event in the Event Maintenance screen and click on the Exhibitors tab. Find the exhibitor in the Single Exhibitor View or click to highlight the exhibitor in the Exhibitor List View. Click the Actions tab at the bottom of the screen.
|
Search for the related company or contact in the Company/Contact screen. Bring up the company or contact in a Single View tab or click to highlight the company or contact in a List View tab. To review how to search for a company and/or contact, refer to 9: Company/Contact Management, Finding a Company or Contact. Click on the Actions tab at the bottom of the screen.
|
Search for the relevant enquiry in the Enquiries screen. Bring up the enquiry in the Single Enquiry view or click to highlight the enquiry in the Enquiry List. Click on the Actions tab at the bottom of the screen.
|
In the Actions screen, there is a List View and a Calendar View tab. The screen will open to the tab you selected in 1: Setting Up EventPro, Step 1: System Settings, General.
|
