Creating User Fields
Contents
Select Setup | User Fields in Event Pro’s main menu, and select the table to which you would like to add user fields:
•Company
•Company Contact
•Communication
•Enquiry
•Event
•Event Detail
oEvent Locations
oEvent Setup
oEvent Staffing
oEvent Catering
oEvent Beverages
oEvent Miscellaneous
oEvent Packages
•Event Attendee
•Event Exhibitor
•Accommodations
oReservations
oRooms
oOccupants
•Invoice
•Payment In
The name of the table will appear at the top of the EventPro screen, e.g. [Setup User Fields – Company]. Pay close attention to where you are creating these user fields so that they will be available where you want them. For example, if you create user fields under Company, they will not be available when you are adding a Contact.
There are two sections to the Setup User Fields screen. You will enter User Field Groups in the top selection grid. You will add User Fields in the bottom grid for the User Field Group highlighted in the top grid.
First, you must create User Field Groups. User Field Groups organize your user fields into separate tabs. You do not need to create more than one, but if you have many user fields, you may find it convenient to organize them under different tabs. 1.Click the New button in the upper right corner next to the top selection grid. 2.The User Field Group [New] window appears.
3.Enter the Name for the user field group. 4.From the drop-down list, choose whether you want the View Style to be horizontal or vertical. 5.Enter a Position for the group relative to others you have created or plan to create. 6.Click Save. |
After you have created as many user field groups as you need, you can begin adding individual User Fields to each group: 1.In the top selection grid, click to highlight the group to which you want to add fields. 2.Click the New button next to the bottom grid. The User Field [New] window appears.
3.Enter the Name of the user field. 4.From the drop-down box, select the type of information you want to record: Currency, Date, Integer, List, Memo, Number, Text or Yes/No. a.If you select List, type the list of items from which users will select. Items in the list must be separated by a comma only. b.Select Memo if you are creating a “Notes” or “Comments” field. c.If you select Text, estimate the maximum number of characters required for the field (include spaces, dashes and letters) and enter this figure in the Text Length field. Revisit this step later if you find that you need to increase the length of the field. d.If you select Yes/No, give the user field only one name; it is a simple checkbox selection, not a field where you can choose one or the other.
5.Enter a Position for the field in the list relative to others you have created or plan to create. 6.If the information in the user field is mandatory, check the Required box. EventPro will prompt staff to fill in the field before they can save changes. 7.If the information is optional, leave the Required box unchecked. 8.Type, check or select a Default entry. EventPro will automatically fill in the field under the appropriate category to save time and help reduce data entry errors. Staff will be able to override it if necessary. If you check the Default box for a Yes/No type of field, the checkbox will appear checked by default. 9.Click Save. |
To change the order of the user fields, select a user field and click the Move Up or Move Down button to the right.
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