Communication References identify the content of a communication and allow you to group communications according to their content. Assigning references to communications can be useful in identifying which communications a person has received and for determining which people in a group have received a communication.
For example, you could determine whether a name tag has been printed for an attendee by searching that attendee’s communications for the “Name Tag Printed” reference. Or, you could create a Communication Reference called “Invoicing”, which will later allow you to search for all emails, letters, faxes, etc. with the reference of “Invoicing” for a certain customer. In another example, if you sent a mail merge promotion to a large number of companies and want to check if any companies were not sent the promotion, you can filter the companies by who has or has not received a communication marked with the specified “Promotion” reference.
Communication References can also be assigned to letter templates and reports, using the Report Explorer.
To see how communication references are added to communications, see 12: Communications, Part A: Communications, Creating a Communication. To learn how to create a filter using these communication references, see Introduction: Common Functions, Setting a Filter.
1.Select Setup | General Lookup Tables from EventPro's main menu. From the drop-down list in the top left corner, select Communication References.
2.Click the New button in the upper right corner.
3.In the Communication Reference [New] window that appears, enter a name for the communication reference, e.g. Thank You, Invoice, Evaluation, Financial, Confirmation, Name Tag Printed, Promo-Jan-08, etc.
4.Click Save. Continue this process until you have defined as many different types of communication references as you think you will require. You can always return later to add more communication references.
5.To Edit, View or Delete Communication References, see Edit, View or Delete General Lookup Tables below.
6.If you did not yet chose a Default Incoming Communication Reference for communications in EventPro, go back to your System Settings and select the Communications tab. Choose a Default Incoming Communication Reference from the drop-down list.