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What's New in Help |
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What's New in Help |
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What's New in Help
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What's New in Help |
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What's New in Help |
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This section will describe how to use the newest features in the software.
| • | New System Settings |
| o | New Attendees tab in System Settings, with settings specific to Attendees moved from the Contacts and General tabs |
| ▪ | Update Attendee Arrival/Departure Date From: Choose whether you want Attendee Arrival and Departure Dates updated from Accommodation/Travel records, and whether Accommodation or Travel dates should be used first |
| ▪ | Accommodations New Record Prompt: Choose whether you want the Accommodation Type prompt to appear, and whether it should default to Open or Reservation |
| ▪ | Travel Default Pickup Phone Number: Choose the Phone Number you want to use by default for the pick up company |
| ▪ | Registrations Overbooked Dialog: Choose when you want the Overbooked Functions dialog to appear |
| ▪ | Check Attendance on Registration Save: Choose whether you want EventPro Planner to Check Attendance of each function upon saving the registration |
| ▪ | Expand Registration Groups by Default: Indicate whether you want registration groups in the Registration Item Selection window expanded by default |
| o | Use Company Wizard: Allows you to choose whether you want to use the Company Wizard when adding new companies to your database |
| o | Use Contact Wizard: Allows you to choose whether you want to use the Company Contact Wizard when adding new contacts to your database |
| o | Mail Merge Settings have been moved to the Communications tab of System Settings |
| • | Companies/Contacts |
| o | You can now add Companies using the New Company Wizard |
| o | You can now add Contacts using the New Contact Wizard |
| • | Event Organization |
| o | Views |
| ▪ | There is a new Show All Days option on the Function View and Detail View |
| ▪ | You can now Search the Function View |
| ▪ | You can now choose to show or hide Venues/Locations on the Calendar View, change the sort order, and save your preferred view as a Template |
| ▪ | Organization Calendar Settings can now be accessed by right-clicking in the calendar |
| o | Functions |
| ▪ | Add Functions by right-clicking in the Calendar |
| ▪ | Create New Functions directly on the Organization Calendar |
| ▪ | View time/date/location listings for Functions used in the event from the Event Setup column in the Calendar |
| ▪ | If you double-click on a Function time/date/location listing, the Calendar will adjust to display that function |
| ▪ | The Event Function form now displays the Booked From/To Times of the selected Location |
| ▪ | View Function Attendees from the Calendar View |
| o | Itinerary |
| ▪ | Itinerary Notes have been moved to the front General tab of the Itinerary [New] and [Edit] form |
| o | Resources |
| ▪ | View time/date/location listings for Resources used in the event from the Event Setup column in the Calendar |
| ▪ | If you double-click on a Resource time/date/location listing, the Calendar will adjust to display that function |
| o | Attendees |
| ▪ | Register Attendees for Functions in the Organization Tab |
| ▪ | Mail Merge Function Attendees in the Organization Tab |
| • | Attendees |
| o | A new Overbooked Functions dialog that appears when you save Attendee Registrations informs you of any functions that have been overbooked |
| o | A prompt will warn you if the Maximum Attendance for a Function will be exceeded by the Attendee Registration you are about to save |
| o | You can now Expand and Collapse items in the Registration Item Selection window, making it easier to view all of the registration groups available |
| o | View an Attendee's Charges when saving the attendee's registration by clicking the new Save and View Charges button |
| o | View an Attendee's Charge Summary under the attendee's Finance tab |
| o | Attendee Arrival and Departure Dates can be automatically updated to Travel or Accommodation dates |
| o | You no longer need to hold down the CTRL key when dragging and dropping attendee names onto Seating Arrangements |
| o | You can now import Attendee Function Registrations from external files |
| • | Accommodations |
| o | A new prompt asks what type of Accommodation Record you want to add to Attendees: Open or Reservation |
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| o | EventPro Planner now supports Gmail |
| • | Attendee Online |
| o | You can now configure Attendee Online to send Confirmation Emails after an Attendee registers, accepts, or declines a registration |
| • | Letter and Label Templates |
| • | Importing |
| o | You can now import from both .xls and .xlsx Microsoft Excel files |
Remember, you can always find a complete list of new features, enhancements and fixes by clicking Help | What's New in EventPro Planner.