Feedback on: EventPro Planner Manual - Communication ReferencesCommunication_References_Step_5_Chapter_2Chapter 2: Setting Up EventPro Planner > Step 5: General Lookup Tables > Communication References /Dear EventPro Planner Documentation Department,
Communication References
Communication References identify the content of a communication and allow you to group communications according to their content. Assigning references to communications can be useful in identifying which communications a person has received and for determining which people in a group have received a communication.
For example, you could determine whether a name tag has been printed for an attendee by searching that attendee’s communications for the “Name Tag Printed” reference. In another example, if you sent a mail merge promotion to a large number of companies and want to check if any companies were not sent the promotion, you can filter the companies by who has or has not received a communication marked with the specified “Promotion” reference.
To see how communication references are added to communications, see Chapter 13: Communications, Create a Communication. To learn how to create a filter using these communication references, see Chapter 1: Overview, Common Functions: Filter Information.
1.
Select Setup | General Lookup Tables from EventPro Planner’s main menu.
2.
Select Communication Reference from the drop-down list in the upper left corner.
3.
Click the New button to the right.
4.
The Communication Reference [New] window appears.
5.
Type in the Communication Reference, e.g.ThankYouLetter, Invoice, Evaluation, Financial, Confirmation Sheet, Name Tag Printed, Promo-08-01, etc., using whatever system will best assist your business with tracking different types of communications.
6.
These references can later be assigned to letter templates and reports so that you can determine whether and to whom certain documents have been sent.
