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Frequently Asked Questions |
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Click on an item in the table of contents to find the question you are looking for and then click the question to get the answer.
Remember that you can also find the answers to your questions in the EventPro Planner User Manual, which is frequently updated, fully searchable and complete with a detailed index. You can find the manual Online or in the program (click Help). |
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Table of Contents: |
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A: Be sure to complete the information on the request form. Fill in your name, company name, phone number, email address and company address. You will be emailed within 1 business day from the receipt of your request. If the information is incomplete, we cannot contact you or send you an evaluation software download link. Contact our Sales Department at Sales.AU@EventPro.net or 02 9772 7777 if you have any more problems.
A: To purchase EventPro Planner, contact our Sales Department at Sales.au@EventPro.net or 02 9772 7777 (press 1 for Sales). Please do not hesitate to ask for a free evaluation and live demo with our Sales Department.
A: We accept checks, money orders, wire transfers, Visa and MasterCard.
A: If you forget your username and password, first try to login with EventPro Planner’s default username, Supervisor, and password, Superv. If you still cannot enter the system, please contact Support at Support.au@EventPro.net or 02 9772 7777 (press 2 for Support).
A: Log in to EventPro Planner by double clicking on the desktop icon. Enter "supervisor" for the Username and "superv" for the Password.
A: We offer Online and Offsite training, as well as in-house data entry. For a further description, go to Main Menu | Support | Training on our website. If you have more questions, please contact our Sales Department at Sales.au@EventPro.net or 02 9772 7777.
A: If you are logging into the Standard Edition, choose the Database you want to use: (1) Sampdata.mdb contains sample data illustrating the many capabilities of the software. With this database, you can see an example of how the software can be set up. However, do not enter your own data in the SampData.mdb file. (2) Data.mdb is a blank database that, once set up, will contain only information applicable to your own business. When you are ready to set up the software for your company, use this database. If you cannot find the database by clicking the drop-down list arrow, click the Find button and navigate to the correct database.
A: If you are logging into the Enterprise Edition, choose whether you will be using Windows Authentication or SQL Server Authentication, and fill in the fields below, which will vary depending on the option you chose. Consult the manual for instructions about installing and logging into the software. Go to Main Menu | Support | Manual on our website to find the manual.
A: You can enter as many user profiles as you want in EventPro Planner, but the number of users that can use the program concurrently will depend on the software packages that you purchased. Consult your Sales Representive if you require additional concurrent users.
A: Only English is supported.
A: Yes, you could accomplish this in two ways:
(a) Use remote control access, allowing users to log in to their own terminal and access all their programs, including EventPro Planner. Full functionality is available with this option.
(b) Events can be exported from the program to be taken to the event site (i.e. a laptop or computer onsite). Access to the event on the home network is restricted to View-Only until the event is imported back onto the network.
A: EventPro Planner allows you to import Companies, Contacts, and Attendees from CSV files, Microsoft Excel spreadsheet or Microsoft Access Databases (table name or SQL statement).
A: No. However, you can create user fields, and in several areas, you can define your own categories, statuses, etc.
A: Yes. It is the Inactivity Timeout in System Settings.
A: Yes. You can track user activity with the Audit Log.
A: Live support is available Monday to Friday 9 a.m. to 5 p.m. EST (available in English only). You must have a current Upgrade Protection Plan to access EventPro Support.
Email: Support.au@Eventpro.net
Phone: 02 9772 7777
Fax: 02 9771 2866
A: You can take several measures to ensure the most efficient service from our Support Department:
(1) Be at your computer with the program running
(2) Know your User I.D. (a six-digit number found on the first screen of the program, which you can view by selecting Help | About)
(3) Know what platform your computer is running on and the type of network system
(4) Take note of what you were doing before the problem occurred and record the wording of error messages
(5) Prepare a complete list of questions explaining what you want to do and what problem is preventing you from doing that
A: Once you begin entering data into the program, you should probably back up your data once a day, minimum. This may seem like a lot, but think about how many days' worth of data entry you are willing to lose. Consider that if it takes one day to enter some data, it will probably take much longer to figure out what was lost and re-enter it all if you experience data loss. Backing up data does not have to be a complicated, time-consuming process. To learn how easy it is to set up a backup schedule, choose backup media and select key files to back up, refer to the EventPro Planner User Manual at Chapter 19: Utilities and Help, Data Backup.
A: To view the minimum Software Requirements on our website, go to Main Menu | Software | Requirements.
A: Yes, the software is compatible with Windows 2000, but Windows XP is recommended.
A: The UPP is an annual support and upgrade contract. It provides access to:
(1) New and enhanced features developed in response to customer input, delivered through two scheduled Upgrades per year.
(2) Unlimited hot fixes and updates, delivered through periodic updates as required.
(3) Unlimited Technical Support via telephone, email and fax.
(4) Comprehensive user manual, available online or as a CHM or PDF document, regularly updated by our in-house Technical Writer.
(5) The EventPro Planner Connection, our quarterly newsletter, which provides company news, software feature demonstrations, helpful hints and promotions.
(6) The EventPro Planner Bulletin, which provides information about updates and upgrades for assisting technical staff with network maintenance.
(7) The Support Website, which includes 24-hour access to the newest Downloads, frequently asked questions (FAQs), "What's New" (a list of latest enhancements), Bug Report forms, File Uploading and more.
A: Contact your Sales Department at Sales.AU@EventPro.net or 02 9772 7777 (press 1).
A: If you have a current Upgrade Protection Plan, you can download the most recent upgrade by logging into Support. Click on the Downloads tab and click on the most recent Update link.
A: When a new version of our software is released, it contains new features, enhancements and fixes for any bugs in the previous version. Your system will run more smoothly when you update. A current Upgrade Protection Plan is required to update.
A: No. When you run an update, none of the information you have entered in the program will be lost or changed.
A: Standard uses Microsoft Access databases, while Enterprise uses MS-SQL Server databases. Many functions are the same; however, Enterprise offers advanced modules and features unavailable in Standard.
Standard is the more affordable solution. Access databases are easy to move, manipulate, install, and set up. However, they have a limit of 2 GB, and may slow down with 6 or more concurrent users. Also, data corruption may occur if machines are powered down while the program is running (e.g. power failure or a user shutting down without closing the program).
Enterprise is the premium solution and set up of the SQL database may take longer; however, an SQL database has a larger size limit (4 GB to unlimited, depending on the version) and can handle many users without slowing down. Reports in Enterprise typically display faster. An SQL database is very stable with virtually zero chance of data corruption.
Please consult with your Account Consultant for your best solution.
A: Contact your Sales Department at Sales.AU@EventPro.net or 02 9772 7777 (press 1), and let them know that you would like a free demonstration and trial of the Enterprise Edition.
A: You can install the software on as many machines as you want, and create as many user profiles as you want, but only as many users as you have purchased can be logged into the program at the same time.
A:
(1) Login to EventPro Planner Support with your 6-digit User ID and Password.
(2) Click on the Downloads tab and click on the EventPro Planner Install link at the top.
(3) Save the EPLSetup.exe to your Desktop and double-click it.
(4) Click Run. The Installation Wizard will begin. Click [Next] to continue.
(5) The next screen contains the license information. Please read the agreement and click Agree if you accept the terms and conditions, or Disagree if you cannot accept them. If you disagree with the license agreement, you cannot continue. Click [Next] to continue.
(6) The next screen provides some information about Standard versus Enterprise. Read this and click [Next] to continue.
(7) You now have the option to Install as a New Installation or Update a Previous Version.
A: Find the complete instructions on how to install EventPro Planner from the EventPro Planner User Manual, under Chapter 1: Overview, Install EventPro Planner. To locate the manual on the website, go to Main Menu | Support | Manual.
A: Select File | Update License from the program's main menu. Enter your User ID and Password and click OK. The Information dialog box should inform you that the license has been updated successfully. Click OK.
A: If you are in the program, go to Help | What's New. This page will display a list of program versions, with the latest at the top. If the version you are running is older, you can download the update. To check the version you are on, select Help | About. If you want to view updates on the web, log into the Support area of our website and look under the What's New tab.
A: To locate the Manual on the website, go to Main Menu | Support | Manual.
In the software program, select Help from the main menu and choose whether you want to Use Online Help or Use Local Help.
A: In the program, click on Help and select Download and Update Local Help. The program should download the updated files and inform you that the manual has been updated successfully. Note that you will need rights to write to the folder to which the Help file is saved. When the manual update is finished, click on Help and select Use Local Help. Then, select Help again and click on Contents to open the local CHM version of the user manual.
A: Yes, you can still find a PDF copy of the manual on this website by going to Main Menu | Support | Manual. However, it is strongly recommended that you try the Online or CHM versions of the manual because they have additional benefits such as clearer screenshots, a Search function and detailed Index. Because we frequently update the User Manual to ensure that it keeps up with new and enhanced features in the software, a printed copy of the manual will quickly become out-of-date.
A: Log in to Support.
To report a bug, click on the Bug Report tab and submit your information in the form.
To make a suggestion, click on the What's New tab, and click the "Suggest an Improvement" link. Note that participation of our UPP customers (customers who purchase our annual Upgrade Protection Plan) is our main source of new ideas for the software.
A: First, ensure that you are searching by the correct search term and that any relevant checkboxes are selected in the Find window. If that still does not work, you may not be searching under the correct header.
Look for the small RED ARROW that appears in one of the column headers. The program will search for records containing your search term in the column marked by the small red arrow.
For example, if you wanted to search for a contact by Last Name in the Find Company/Contact window, first click on the Last Name column header and then enter your search term in the Search For field. Matching records - contacts with last names that contain your search term - will appear.
A: A selection grid is a table of columns and rows listing a variety of related records. Most selection grids can be customized to suit your personal preferences. To alter the horizontal order of the columns, drag-and-drop a column into a new position. You may find it convenient to move important columns to the left so that you do not have to scroll to the right as often. To return to the default order and sizes, click the small empty cell to the left of the title row and select Reset Grid Customization.
A: A selection grid is a table of columns and rows listing a variety of related records. Note the RED ARROW in one of the column headers. It indicates the column header by which the records are sorted and the sort direction. Click on the header a second time to reverse the order of the records. To sort by a different parameter, choose a different header.
To sort by more than one column header, click on the header you want to sort by first. Then, hold down the Ctrl key while selecting the additional headings in the order by which you want the records sorted.
A: If an error pops up, click the Email or Print button on the left of the pop-up. An Error Information dialog opens, in which you should enter a detailed description of what happened. A brief explanation such as "I clicked the Edit button" is not enough. Describe the screen, tab and/or window that you are in and explain what you were trying to do. Sending a screenshot is not necessary. When you are done, click OK. If you printed the error report, fax it to Support.
After you send the error report to Support, shut down the program, re-start it and repeat the action that caused the error. Have other users try the same thing on their computers. If the error occurs again, send the error report to Support a second time, explaining that you could duplicate the error after restarting the application. You do not need to send more than two error reports for one error.
A: You can select these options in System Settings. In the User Manual, refer to Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, General.
A: Go to Setup | System Settings in the main menu and click on the General tab. Enter the number of minutes in the Inactivity Timeout field. If you want to shut off the timeout, enter 0 (zero) minutes. However, it is recommended that you keep the inactivity timeout on for security and automatic backup purposes. Click Save.
A: Yes, you can add information about all of your clients, business associate and suppliers in the Companies/Contacts area of EventPro Planner. Companies can be classified as Clients, Suppliers, Agents, Venues and/or Hotels for easy searching and categorization. For more information, consult the User Manual at Chapter 3: Companies/Contacts, Enter a New Company.
A: Yes, you can assign "categories" to your companies as you add them to the Companies/Contacts area. You could create a category called "Preferred Suppliers" and assign this category to the appropriate suppliers. You can also create user-defined fields and enter the required information there. For more information, consult the User Manual at Chapter 3: Companies/Contacts, Enter a New Company.
A: EventPro Planner will not automatically interchange data with any address book. However, you can import companies and contacts into EventPro Planner, as noted in another FAQ below. You can classify and categorize companies so that they can be easily sorted into different lists.
A: Click the Companies/Contacts button along the top row of buttons to open the Companies/Contacts screen. From here, consult the EventPro Planner User Manual at Chapter 3: Companies/Contacts, Enter a New Company and Enter a New Contact.
A: To import companies or contacts, refer to the EventPro Planner User Manual, Chapter 3: Companies/Contacts, Import Companies and Contacts.
A: Go to your System Settings, and check the 'Show All Companies/Contacts on Grid by Default' option under the Contacts tab.
A: Go to your System Settings. Click on the General tab and find Companies/Contacts in the menu tree under Tab Visibility. Click on the tab you want to appear by default (e.g. Company List View), and click the Default button. The font will change to red, indicating that it is the default tab.
A: Go to your System Settings and click on the General tab. Under Tab Visibility, find and open the options under Companies/Contacts. Unselect the checkboxes next to the tabs you want to hide. To switch the order, select a tab you want to move and click the up or down Order arrows until the tab is in the right place. Remember to save your System Settings before you leave the screen.
A: Companies and contacts marked as ‘Inactive’ are highlighted in orange, and Companies that are marked as ‘Warning’ are highlighted in purple.
A: Yes, you can enter alternate addresses for companies, contacts and attendees. In the General tab of the Edit form, you will see the option to select between the Main and Alternate Address.
A: Yes, EventPro Planner can be used to manage any type of event: meetings, dinners, weddings, concerts, large parties, multi-day conferences, music festivals, workshops, banquets, trade shows, etc.
A: Yes, you can add any extra details to an event, such as decorations, flower arrangements, catering, printed invitations, audio/video equipment, booth supplies, personnel, entertainment, programs, tables and any other detail you can imagine. For more information, consult the User Manual at Chapter 5: Set Up an Event, Organization Setup: Detail Items.
A: Yes, you can define as many event status codes as you need, call them whatever your company prefers, and set a unique color for each. For more information, consult the User Manual at Chapter 1: Setting Up EventPro Planner, Step 2: Status Codes.
A: Yes, you can define the category and sub-category for each event, and later sort the events by those categories and sub-categories. Refer to the the User Manual at Chapter 16: Event Category Templates, Create Categories. You can also categorize the event clients. Consult the User Manual at Chapter 3: Companies/Contacts, Enter a New Company.
A: Yes, EventPro Planner can be used to manage any type of catering: breakfast, lunch, dinner, cocktails, snacks, midnight lunch, and so on. To learn how to set up catering for an event, refer to the User Manual at Chapter 5: Set Up an Event, Organization Setup: Detail Items. To learn how to organize detail items for an event, refer to Chapter 7: Organize an Event, Add Detail Items to Functions.
A: Yes, you can search for an event by Event Name, Client Name, Start Date, End Date, Client City, and more. You can also search for an Attendee by First Name, Last Name, etc., and navigate to the related Event.
A: Yes, if the user has sufficient rights to access and change the event.
A: Yes. To cancel an event, you can change the event to a "Cancelled" status. To create statuses, refer to Chapter 1: Setting Up EventPro Planner, Step 2: Status Codes in the User Manual. To learn to change event status, consult the User Manual at Chapter 5: Set Up an Event, Event Maintenance Screen Overview: Options button.
A: Yes, in EventPro Planner, these "to-dos" are called Actions. If you have a list of Actions that must be completed for a certain type of event, you can create a template so that when you create that type of event, the actions will be automatically added. You can add, delete and edit tasks for each user. You easily view and print a task list for actions related to an attendee, one event, all events and clients.
For more information, refer to the User Manual at Chapter 12: Actions.
A: In the Booking Calendar, double-click the cell corresponding to the date and Event Manager or Event Status you want to assign to the event. This will begin a single-day booking. To create a multi-day booking, select multiple cells while holding down the Ctrl key and click Event | New in the Button Bar. The New Event Wizard appears. This wizard will lead you through the booking process step by step.
In the EventPro Planner User Manual, refer to Chapter 4: Create an Event.
A: Find the relevant event in the Event Maintenance screen and click on the Event Setup button. In the Event Setup area, you will add a variety of details, including Venues/Hotels/Suppliers, Attendee Types, Functions, Registrations, Detail Items, Booths, Reservations and Letter Templates. Remember that before you begin setting up an individual event, you should first adjust your System Settings and define items in your General Lookup Tables, which are both accessed from the Setup menu. In the EventPro Planner User Manual, see Chapter 5: Set Up an Event.
A: In the Event Maintenance screen, click the Options button and select Set Event Status.
A: Yes. If you often plan similar events, you can create Event Category Templates that will save time and data entry when booking and adding details. An event category template can be created in two ways. You can enter details for each event category in the Setup Event Categories screen or you can save a previous event as a template. The instructions in Chapter 16: Event Category Templates of the User Manual describe how to create a new event category template in the Setup Event Categories screen. To learn how to save a previously booked event as a template, see Chapter 5: Set Up an Event, Event Maintenance Screen Overview: Options button, Save as Template.
A: A function is an activity within an event. If an event involves several different activities, you may want to create different functions within the event. For more information, consult the User Manual at Chapter 5: Set Up an Event, Organization Setup: Functions.
A: These are the typical criteria for determining what activities in an event should be separate "functions":
1. If you need to create a Seating Chart for a portion of the event, you probably need to create a function for that portion.
2. If you create a program for your event, each of the main headings assigned a time should probably be a function.
3. If you have the same session or meal occurring in multiple rooms or on multiple days, and different people will attending in each room or on each day, you probably need to create separate functions for each occurrence. However, if the attendance is open to all people across all rooms and/or days, then you probably only need one function to encompass the session or meal.
4. If you change rooms in the middle of an event, this usually indicates that you need to create a new function.
For more assistance and examples, consult the EventPro Planner User Manual at Chapter 5: Set Up an Event, Organization Setup: Functions.
A: There are several ways to set up a function Itinerary, but probably the easiest way is to go to your Organization Calendar View in the event. Right-click on a function and select Itinerary Items. In the Function Itinerary Items window, you can add, edit, view and delete itinerary items for the function. For more information about this feature, consult the updated EventPro Planner User Manual in Chapter 7: Organize and Event, Add Itinerary to Functions.
A: A function is simply an activity within an event. Itinerary items provide a way to divide and schedule a function into activities that do not constitute separate functions on their own. Whether you use functions or an itinerary to schedule your events is up to you. EventPro Planner is very flexible, and you can set up the functions and itineraries in the way that best suits each event. For more assistance and examples, consult the EventPro Planner User Manual at Chapter 5: Set Up an Event, Organization Setup: Functions, and Chapter 7: Organize an Event, Add Itinerary to Functions.
A: You can create Automatic Invoices that automatically calculate the total for all chargeable items. With the Batch Invoicing feature, you can create multiple invoices for all events or all attendees/exhibitors in an event. If you want more flexibility in creating invoices, you can also create Manual Invoices, which begin blank or can pull in a line item for a percentage of total charges. Special Deposit Invoices allow you to deduct amounts from future automatic invoices. Credit Invoices allow you to credit a customer for items that were invoiced but for which you will not receive payment, eliminating the need to void and recreate invoices if an item must be removed from the total charges.
For more information, consult the detailed EventPro Planner User Manual, Chapter 6: Finance.
A: Yes, when creating automatic invoices, you can choose to invoice for only a percentage of the total, or for only items of a certain type. See Chapter 6: Finance, Invoices: Invoice Overview, in the EventPro Planner User Manual.
A: Yes, you can create Deposit Invoices and record Deposit Payments in EventPro Planner. In the User Manual, refer to Chapter 6: Finance, Invoices: Invoice Overview, and Payments: Payments Overview.
A: Yes, you can export invoices to third-party accounting software. To learn how, consult the EventPro Planner User Manual, Chapter 6: Finance, Invoice Exporting and Account Code Breakdown.
A: The Budget Module allows you to itemize each revenue and expense item in as much detail as needed.
For more information on our Website, go to Main Menu | Software | Optional Modules | Budget.
In the User Manual, refer to Chapter 6: Finance, Budget.
A: Yes, each event can be connected to a different client, which would be your cost center. Clients and all of their information are set up in the Companies/Contacts area of EventPro Planner. Consult the User Manual at Chapter 3: Companies/Contacts, Enter a New Company.
A: Yes, as soon as you open the event, the Client Name appears at the top. When viewing the events in the Booking Calendar, the client information will pop-up on your screen.
A: First, find the payment that you have incorrectly allocated. Click the Edit button to the right of the selection grid to open the Payment window. Go to the selection grid in the bottom section of the Payment window. Click in a field under the This Payment column and type in the correct numbers.
If you want to allocate more money to one invoice and less to another, first go to the invoice to which you want to allocate less, and type in the lesser number. Then go to the other invoice, and type in the larger number. This way, you will not over-allocate the payment and receive a warning.
When you are done editing the payment, click Save.
A: Yes, EventPro Planner has a mail merge function that allows you to send invitations to multiple recipients via email, print or fax.
A: Yes, you can create label templates with merge fields and print them for companies, contacts, attendees and exhibitors.
A: You need to add merge fields to your letter and label templates. The merge fields will pull in the relevant information for each recipient, such as name, company, address, event name, and more. To learn how to create letter or label templates, refer to Chapter 14: Letter and Label Templates in the EventPro Planner Manual.
A: In the EventPro Planner Manual, refer to Chapter 14: Letter and Label Templates. You can create letter templates for documents such as thank-you letters, invitations, contract, feedback forms, invoice reminders, holiday greetings and much more. Label templates can be used for name badges, mailing labels, table cards, business cards, media labels, and more.
A: Linked Graphics are usually recommended. When a linked object is inserted into a document, it is still stored externally from the document. The printed or viewed document will find the graphic in the specified folder and include it in the output. An embedded object, however, actually becomes part of the document, which increases its size. Consequently, if you embed graphics into many documents, they will use up a lot of space in your database.
In the EventPro Planner Manual, refer to Chapter 14: Letter and Label Templates, Insert Graphics.
A: Yes, in your System Settings. In the program, select Setup | System Settings from EventPro Planner's main menu, and click on the Communications tab. Here, you can select defaults such as whether to save the communication after sending an email, whether to create a follow up action, the default outgoing and incoming communication method, and more. Refer to the EventPro Planner User Manual at Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Communications.
A: Yes. In the EventPro User Manual, refer to Chapter 13: Communications, Synchronize Email and Communications.
A: Sometimes a quick re-set of your email settings fixes the problem. Try this quick fix before contacting Support.
Open the program and select File | Email Settings. In the Email Settings window, take note of your current settings. Now, go into each field below Email Method (Profile Name, Password, etc.) and delete what is entered in each. When you have blanked out the fields, select None as the Email Method and click Save.
Now, return to the File menu and select Email Settings again. In the Email Settings window, re-set all of the correct options for your Email and click Save. Hopefully, this has corrected the problem with your email. If you are still having problems, contact Support and explain that you already tried re-setting your email settings.
A: In the lower right corner of the Communication [New] window, click the Add Report button to open the Run Report dialog. Select the appropriate report and click OK. Choose the Report Options in the next window and click OK. The report will be added to the attachment area of the communication. Continue this same process until you have attached as many reports as you want to the communication. For more information, consult the EventPro Planner User Manual at Chapter 13: Communications, Create a Communication, under the General tab heading.
A: Yes. In the EventPro Planner User Manual, refer to Chapter 8: Manage Attendees, Enter a Single Attendee.
A: Yes. In the EventPro Planner User Manual, refer to Chapter 8: Manage Attendees, Attendance and Seating.
A: Yes, EventPro Planner can manage all sorts of travel details, such as flight arrival/departure times, reference and confirmation numbers, special transport needs, parking spaces, car pickup times and more. In the EventPro Planner User Manual, refer to Chapter 9: Attendee Travel.
A: Yes, EventPro Planner can manage accommodation information, including hotel names, room types, confirmation numbers, room numbers, occupants, rates and other details. In the EventPro Planner User Manual, refer to Chapter 10: Attendee Accommodations.
A: The Attendee Online Module allows attendees to register and add information online, but it currently does not automatically upload; the transfer must be manually activated. Future development will provide the option for automatic data transfer.
For more information about the Attendee Online Module, see:
(1) Our Website: Main Menu | Software | Optional Modules | Attendee Online
(2) The User Manual: Chapter 20: Attendee Online
A: Confirmation of registration is displayed to the attendee after he or she completes the booking process, but the web forms do not automatically close. You can customize the web templates so that a reminder appears, warning the user to manually close the web form.
A: Registration groups can be set up in a variety of ways. You can set minimum and/or maximum registrants for a group and set the maximum number of functions that the attendee can select for a package. You can make certain functions mandatory for a registration package or make packages mutually exclusive. You can also set up different charges based on the time of registration.
For more information, consult the User Manual at Chapter 5: Set Up an Event, Attendee Setup: Attendee Registrations.
A: After you add attendees to an event, you can register single or multiple attendees. Some registration packages may have even been set up so that they are added automatically to certain attendees. For more information, consult the User Manual at Chapter 8: Manage Attendees, Register Attendees.
A: The color-coding indicates certain classifications for the attendees: Pink = Linked Contact, Red = Flagged, Blue = Exhibitor, Olive Green = Presenter, Dark Green = Sponsor, Orange = Guest, and Yellow = Financial Group Leader. For more information, consult the EventPro Planner User Manual at Chapter 8: Manage Attendees, Attendee Overview and Enter a Single Attendee.
A: There are over 100 hard-coded reports in EventPro Planner that cover a variety of information, including Events, Event Details, Attendees, Event Expenses, Event Income, Accommodations, Functions, Travel, Exhibitors, Companies/Contacts, Finance, Budget, Invoices, Setup, System, Actions, Communications and more. You can also customize any report or create an entirely new report to arrange the data the way you want (previous report-building experience required).
A: Yes, there are over 100 stock reports.
A: No. EventPro Planner comes with built-in tools to customize and create new reports.
A: Yes, for most reports, but not all.
A: Yes, many reports have different options you can choose before printing the report. For example, for some reports, you can choose to view certain types of items or exclude other types of items. You can also filter many of the reports so that only certain records appear. If the report still does not display the exact information you want, reports can be customized to arrange the information in an unlimited number of ways (previous report-building experienced required).
A: Some reports are available from the Reports menu and others are available on various EventPro Planner screens. To learn how to run and print any of EventPro Planner’s reports, see Chapter 18: Reports in the EventPro Planner Manual.
A: Your company information on reports, such as company name, address, phone number, etc., is drawn from your Software License, which you cannot change by yourself. To change the information in your Software License, please email the EventPro Software Administration Department at Business@Eventpro.net. In the email, explain that you want to change the contact information on your license. Please provide the proper company name, address, city, state/province, zip/postal code, phone and fax number. If there are any particular details - e.g. you want the phone number to appear as (306) 975-3737, not 306-975-3737 - please include those instructions.
Remember that you can adjust your logo and the position of your company information in reports in your System Settings. Go to Setup | System Settings, and click on the Reports and Logo tabs.
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