Choose Where to Create Action
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Find the relevant event in the Event Maintenance screen and click on the Actions tab.
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After you find the relevant event in the Event Maintenance screen, click on the Attendees tab and the View Attendees tab. Find the attendee in a Single View or click to highlight the attendee in a List View. Click the Actions tab at the bottom of the screen.
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After you find the relevant event in the Event Maintenance screen, click on the Exhibitors tab and the View Exhibitors tab. Find the exhibitor in a Single View or click to highlight the exhibitor in a List View. Click the Actions tab at the bottom of the screen.
Remember that the Attendees Module and the Booths and Exhibitors Module are optional modules in EventPro Planner. If you have not purchased these modules, you will not see the related tabs and screens. |
Search for the relevant company or contact in the Companies/Contacts screen. Bring up the company or contact in a Single View tab or click to highlight the company or contact in a List View tab. Click on the Actions tab at the bottom of the screen.
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In the Actions screen, click on either the List View or Calendar View tab.
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