EventPro User Manual

Copy Resources

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Copy Resources

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Copy Resources

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The Copy Resources feature allows you to quickly and easily copy event resource details from one booked location to another. This tool helps you save time by transferring the details of a successful, existing event to a newly booked event. It offers an easy way to recreate the perfect setup.

You can copy resources from one booked location to another in the same event, or from one event to another.

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Find the event to which you want to add resource details and open it in the Event Maintenance screen.  Click on the Detail tab.

Click the Detail Options | Copy Resources.  The Location Resource Copy wizard opens.

Note that as you move through the wizard, you can use the Back buttons at any time to review or change your choices.

1.Step #1: Select the Event that contains the resource(s) you want to copy. By default, the current event will be selected.  You can copy the resources from one booked location to another within the same event.  If you want to copy the resources from a different event, you can search for another event.  To review how to search in a Find window, see Introduction: Common Functions, Finding a Record.  Click to highlight the event from which you want to copy resources.  Click the Next button in the bottom right corner.

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2.Step #2: Select the Location that contains the detail you want to copy.  If the event only has one location/day, only one record will appear. If the event you selected contains multiple days/locations, the list of locations will appear in the bottom grid.  You can sort this selection grid to make it easier to find the location you want; see Introduction to EventPro: Common Functions, Sorting Lists.  You can only select one location to copy.  Click to highlight the location you want to copy and click Next.

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3.Step #3: Pick the item(s) you want to copy. Check the appropriate boxes to select which resource items you want to copy to your new booking and click Next.

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4.Step #4: Select the location(s) from the current event to copy the selected detail to.  If your new booking contains multiple days/locations, the list of locations will appear in the grid.  You can sort this selection grid to make it easier to find the location you want; see Introduction to EventPro: Common Functions, Sorting Lists.   If your new booking only has one location/day, you will only have one record to choose from.  Select the location or locations to which you want to add the copied detail.  See Introduction: Common Functions to review how to multi-select.  Click Next.

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5.Step #5: Choose the copy mode.  Select the appropriate radio button to indicate whether you want to add the copied items to the existing items or want the copied items to completely replace any existing items.

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6.Click Finish to complete the resource copy.  Click Yes in the Confirm dialog to confirm the copy.  
7.The items will appear under the appropriate detail tabs for the location highlighted in the top grid of the Detail tab.  You can now add, edit or delete resource items as required.