Setting up EventPro is a vital first step.
Once you have logged into the program using your new password, you can begin entering data related to your business. Some information will only need to be entered now, but other information will be added after you have been working with the program for a while. When all information specific to your business has been entered, you will find that your tasks proceed quickly and efficiently.
Standardization of Data Entry
Before you begin setting up EventPro, you may want to confer with other users to discuss standardization of data entry. If you create a set of standards that everyone uses consistently, this will save you from having to later edit records so that they appear neat and consistent on screen and in printed reports.
For example, you may want to discuss the following elements:
•Company Names: Determine how to use spacing and punctuation in company names.
•Telephone Number: Determine how you want telephone numbers and area codes to appear, e.g. (306) 975-3737, 306-975-3737, 306.975.3737, etc.
•Addresses: Determine whether abbreviations or full words will be used in addresses, and if abbreviations are used, whether you will use periods, e.g. Avenue, Ave or Ave.; Street, St or St.; Green Street East, Green Street E, Green St E, etc. Also determine the spacing and punctuation when referring to apartments, e.g. 45 107 King Street, 45-107 King Street, 45 - 107 King Street, etc.
•Capitalization: In general, determine whether you will capitalize all words in a phrase or just the first word, e.g. Special Event or Special event, Prime Rib Buffet or Prime rib buffet.
•Punctuation: In general, determine where to use commas, periods and dashes.