EventPro Planner Manual

Company/Contact Communications

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Company/Contact Communications

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Company/Contact Communications

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Under the Communications tab in the bottom section of the screen, you can see all communications that have been assigned to a company or one of its contacts.

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1.Find the company or contact in the Single View or select the company or contact in the List View.
2.Once you find the company or contact, select the Communications tab in the bottom section of the screen.
3.Choose whether you want to create, edit, view, delete or print a communication.
Click to expand/collapse textEdit, View and Delete Existing Communications

You can scroll through a list of existing communications using the vertical scrollbar.

To edit, view or delete any of communications, select a communication and click the Edit, View or Delete button directly to the left of the Communications tab.  Follow the instructions at Chapter 1: Overview, Common Functions: Edit, View and Delete Records to continue.
Click to expand/collapse textCreate New Communication for Company/Contact

To create a new communication for this contact or company, click the New button to the right.  The Communication [New] window appears.

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To continue creating the communication, refer to Chapter 13: Communications, Create a Communication. That chapter will describe the general process of creating communications.  You can create communications from a variety of places in EventPro Planner.  The Communications [New] window will essentially be the same regardless of where you open it, except for some fields that will default in based on the screen in which you are working.
Click to expand/collapse textPrint a Communication Log

To print a log of the communications in the selection grid, click the Print button to the right of the Communications tab.

The Communication Log Options window opens.  To learn more, see Chapter 18: Reports, Report Descriptions: Reports from EventPro Planner Screens, Communication Logs.