Creating a New Enquiry in EPWeb

You can begin a new enquiry in EPWeb by clicking the New Enquiry button at the top of the EPWeb pages, or you can start a New Enquiry from EPWeb's Calendar.

•The visibility of the New Enquiry button at the top of EPWeb depends on the Show New Enquiry setting in General Settings: New Enquiry in the EPWeb Configuration.

•The availability of the New Enquiry option in the Calendar depends on the Allow Enquiries from Calendar setting in General Settings: New Enquiry in the Configuration.

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Review: Anonymous Access

Allowing Anonymous Access

Remember that users will not have to login in order to create a New Enquiry in EPWeb if you have allowed Anonymous Access to New Enquiries. In that situation, the New Enquiry button will appear on EPWeb's home page even if the user is not logged in.  Review Configuring EPWeb Version 4: General Settings, New Enquiry.

Creating Anonymous Company/Contact

If you want to allow anonymous access to Enquiries in EPWeb, you must create a generic "Anonymous" company or contact in your EventPro company/contact database that will act as the company/contact for non-logged-in enquiry-makers.

To create an anonymous company or contact, return to the Company/Contact area in EventPro.  Review the instructions in Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company: Online Rights and Entering a New Contact: Online Rights.

 

The New Enquiry Wizard will go through the following pages:

•Welcome (depending on your settings)

•Client and Contact Information

•Event Information

•Summary

•Finish

Follow the links to see the instructions about each action.