The Single Company View tab displays information about a single company. Use the horizontal arrows next to the Name field to scroll through the list of Companies.
2.
The Company List View tab displays a list of all the companies in your database. Click on a heading in the upper grid to sort the list of records by that field (e.g. Company Name, City, etc.). Click the heading a second time to reverse the order. Use the scroll bar on the right to scroll through the list of records.
3.
The lower section of the screen for either the Single Company View or the Company List View displays information about the Company displayed or highlighted in the upper section of the screen. The tabs in the lower section of the screen include the following:
a.
Company Contacts: Use the buttons to the right of the selection grid to find, create, edit, view or delete this company’s contact. See Chapter 1: Setting Up EventPro, Step 6: Company/Contact to review how to add and edit company contacts. Right-click a contact to bring up a list of options. You can create a Communication or Action related to the contact you right-click.
b.
Communications: Use the buttons to the right of the lower selection grid to create, edit, delete, view, filter and print the company’s Communications. To learn more about communications, see Chapter 12: Communications.
c.
Actions: Use the buttons to the right of the lower selection grid to create, edit, delete, view and print the Company’s Actions. To learn more about actions, see Chapter 11: Actions.
d.
Events: This tab displays the events to which the company is related, i.e. if the company is the event client or the agent. Double-click on an event to view it in the Event Maintenance screen.
e.
Enquiries: This tab displays enquiries related to the company. Use the buttons to the right of the lower selection grid to create, edit, delete, and view the company’s Enquiries. To learn more about enquiries, see Chapter 8: Enquiries.
f.
Documents: This tab displays documents linked to this company. To learn how to link documents to a company, see Linking Documents to a Company/Contact below.
g.
Finance: This tab displays the invoices and payments related to the selected company. Use the buttons to the right of the lower selection grid to edit, view, void or print the company’s invoices and payments. You cannot create invoices or payments from this tab. To review more about invoices and payments, see Chapter 4: Finance.
The SingleContact View tab displays information about a single contact. Use the horizontal arrows next to the Name field to scroll through the list of Contacts.
2.
The Contact List View tab lists all the contacts in your database.
a.
Click on a heading in the upper grid to sort the list of records by that field (e.g. First Name, Position, etc.). Click the heading a second time to reverse the order. Use the scroll bar on the right to scroll through the list of records.
b.
If the contact is highlighted in yellow, it means that he or she is the default contact for the company.
c.
In this view, you can flag or un-flag a contact by clicking on the Flagged checkbox directly on the selection grid while holding down the Alt button on your keyboard.
3.
As with companies, the lower section of the screen displays information about the Contact displayed in the upper section or highlighted in the upper selection grid, sorted by a series of tabs, similar to the Company tabs:
a.
Company: This tab displays the Company to which the contact belongs. Use the buttons to the right to edit or view the company.
b.
Communications: Use the buttons to the right of the lower selection grid to create, edit, delete, view, filter and print the contact’s Communications.
c.
Actions: Use the buttons to the right of the lower selection grid to create, edit, delete, view and print the contact’s Actions.
d.
Events: This tab displays the events to which the contact’s company is related, i.e. if the company is the event client or the agent. Double-click on an event to view it in the Event Maintenance screen.
e.
Enquiries: This tab displays enquiries related to the contact. Use the buttons to the right of the lower selection grid to create, edit, delete, and view the company’s Enquiries.
f.
Documents: This tab displays documents linked to this contact. To learn how to link documents to a company, see Linking Documents to a Company/Contact below.
g.
Finance: This tab displays the invoices and payments related to the selected contact. Use the buttons to the right of the lower selection grid to edit, view, void or print the contact’s invoices and payments. You cannot create invoices or payments from this tab. To review more about invoices and payments, see Chapter 4: Finance.
