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This section will describe some of the new additions to Help, which will help you use EventPro's new and enhanced features. To see a complete list of changes in EventPro, click Help | What's New in EventPro's main menu.
With the new additions to Help, you can learn how to use new features related to...
| o | The new Check All Items to Copy option in Event System Settings allows you to choose whether you want all items selected by default when copying an event |
| o | Set default times for Location and Group/Global Restrictions under Location Restriction Options in General System Settings |
| o | In General System Settings, set the default count to 1 when selecting items from catering and beverage configurations |
| o | You can now define custom colors for the text and background of Status Codes |
| o | The new Cities lookup table allows you to store a list of cities to select from when entering contact address information |
| o | You can now set Company Discounts for Miscellaneous items in the General Lookup Tables |
| o | When applying hourly rental charges to a location, there is an option to round up the duration when calculating location rental charges |
| o | You can mark Location Setup Types as unavailable if they are no longer needed, but you want to leave them in place if already used for existing events |
| o | The option that let you choose whether to "Allow Users to accept Full Conflicts" has been moved to the User Rights | Access Events area, which allows you to set the option on a per-user basis |
| o | The Booking Calendar now also displays the Event Category and Event Sub Category in the event information popups |
| o | You now set the Default Status of event locations in the Location Defaults screen of the Booking Wizard, which allows you to set location status when appending locations to an existing booking |
| o | You can also set the Default Attendance of event locations in the Location Defaults screen of the Booking Wizard |
| o | The new Accommodations tab in the final screen of the Booking Wizard allows you to create accommodation reservations when booking the event |
| o | Resources: There is now an Event Resources tab under the detail tab of the Event Maintenance screen. The Event Resources tab allows you to review all resources for the entire event. |
| ▪ | When adding a Catering Configuration to an event in previous versions of EventPro, once you selected a catering Item Code in the Catering [New] or [Edit] window, you could no longer select a different Group; you had to Cancel out of the window and begin again. Now, the Group drop-down list is accessible even after you select an Item Code, so that if you change your mind, you can select a different Group. |
| ▪ | When creating a Catering Configuration, you can Pre-select Catering Items so that they are selected by default when using the configuration in an event |
| ▪ | When creating a Beverage Configuration, you can Pre-select Beverage Items so that they are selected by default when using the configuration in an event |
| o | When you create Deposit Invoices in the Invoice Wizard, you can now apply payments |
| o | Save any changes to an exhibitor company in the company/contact database with the new Save & Update Company button |
| o | The new Find button can help you find booths in the Booths selection grid and when assigning booths to exhibitors |
| o | Set Start and End Times on an Enquiry, which can be carried over when selecting an Enquiry during the Booking Wizard |
| o | You can now use the Calculator when entering an Estimated Value for an enquiry |
| o | Link Documents directly to a company or contact in your Company/Contact database |
| o | You can now Sort the records in the Selection Grid above the Accommodations Calendar |
| o | The Accommodations tab of the Event Maintenance screen will be red if there is an accommodation reservation linked to the event |
| o | The new Complete button allows you to complete Actions with one click, without having to go into the Edit window |
| o | If you have more than one "Completed" status for Actions, you can choose the correct status when completing the action with the new Complete button or in the Action Reminder window |
| o | The Actions List View will remember your filter selections for Assigned User, Status and Category when viewing actions |
| o | The new Go To Event button on the Reminders screen allows you to quickly view the related event in the Event Maintenance screen |
| • | Communications & Word Processor |
| o | More tables have been added to the Mail Merge Dialog so that you can add even more Merge Fields to your documents |
| o | You can now set default for how letters will be attached (PDF or RTF) to an outgoing email communication |
| o | There is now an option to send message notifications from a specific email address instead of the email address of the user who activates the notification |
| o | By selecting the new Hide Zero Summary Discount option in the Event Confirmation Sheet report, you can hide the discount value in the report summary when the discount equals zero |
| o | Move the Display Fields in Event Calendar reports in order to change the display sequence |
| o | Export multiple custom reports at the same time |
| o | First Name and Last Name fields throughout the program have been increased in length |
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