EventPro Planner Manual

Filter Communications

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Filter Communications

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Filter Communications

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With the Filter tool, you can limit the communications that EventPro Planner displays on a grid.

1.Choose the list of communications you want to view and filter.
2.For example, if you want to create a filter for all communications related to an event, find the event in the Event Maintenance screen and click the Communications tab. If you want to create a filter for all communications in EventPro Planner, go to the Communications screen.
3.Click the Filter button to the right and select Set Filter.  Note that if the screen is divided into two sections, there will be two Filter buttons.  Ensure that you click the Filter button directly across from the selection grid containing the list of communications.
4.The Filter Criteria window appears. To learn how to create a filter, review Chapter 1: Overview, Common Functions: Filter Information.
5.Also review how to use Linked Criteria in Communication filtering.  See Filter Information: Linked Criteria - Attendees, Exhibitors and Companies/Contacts.

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