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Latest Newsletter
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View the latest issue of the EventPro Planner Connection below or use the buttons under the E-News Archives heading to the right and click on the date of a previous newsletter or bulletin. Send newsletter comments to Feedback@EventPro.net. |
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EventPro Planner Connection |
Volume 4, Issue 3
July 2010 |
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News: EventPro Planner at MPI World Education Congress |
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What's New? EventPro Planner Blog and Twitter Updates |
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At EventPro Planner Software, we value the long-term relationships that we have established with our clients. To help us stay better connected to the community built around EventPro Planner, we have started a Blog and are now on Twitter. |
If you want to keep your software updated with the very latest features and fixes, follow us @plannerupdates on Twitter. You will receive notifications of new software version releases as soon as they are available. |
Our new EventPro Planner blog will keep you up-to-date with the latest news, software tips and event information. We would love to have your input on the blog. Feel free to recommend websites or to post comments. Do you have an article, story or photo that you would like to share? Submit it to Feedback@EventPro.net and share your experience with the EventPro Planner community. |
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News: EventPro Planner at MPI World Education Congress |
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Meeting Professionals International (MPI) is hosting its World Education Congress 2010 in Vancouver, Canada from July 24th to 29th. Look for EventPro Planner at the WEC Trade Show. |
Stop by to say hello to our representatives, Chris (C.J.) Leib and Chris Dmytruk. They'll be happy to answer your questions and discuss the latest trends in event planning. The WEC Expo is a great opportunity for us to mingle with meeting professionals and find out how we can enhance EventPro Planner to suit the ever-evolving needs of the industry. Plus, it's always enjoyable to meet our clients and colleagues in person! Come out to visit EventPro Planner at Booth Six-Hundred and Sixty-Six (yes, that's 666, but we have no malevolent affiliations!). |
For more information about MPI's World Education Congress, check out the official website. |
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Feature in Focus: Manage Resources and Avoid Conflicts with New Module |
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Keeping event resources organized can be a challenge. Now you can organize resources, avoid conflicts and speed up data entry with the new Resource Management Module. |
The Resource Management Module allows you to create a Master Inventory of commonly used resources. When it comes time to add resources to an event, you simply need to select from the list of already recorded items. Better yet, use the Multi-Add function to quickly and easily add a batch of resource items without re-keying information. |
The resource inventory will patrol in-stock quantities of items and warn you if you try to assign more items than you have available. EventPro Planner will check for Resource Conflicts within an event and across multiple events by either the time scheduled for the item's use or the entire event duration, depending on how you use the resource. |
The Resource Usage tab in the Organization Calendar will display all of the resources used in an event for quick and easy review. You can edit all event resources and check for conflicts in one convenient location. |
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Helpful Hints: How to Change Taxes |
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If the tax system in your jurisdiction is changing (for example, Ontario and British Columbia adopting the HST), you need to change your EventPro Planner Taxes. You will be tempted to simply go in and edit your existing taxes, but there is a specific process you must follow to ensure that taxes calculate properly. |
First, you should create a new "Effective Date" for taxes. An Effective Date is a date upon which a set of pre-defined taxes comes into effect. In the new Tax Effective Date, define the new tax and rate (i.e. HST replacing the GST and PST). These are the default taxes that will be applied to each newly booked event from the Effective Date on. |
However, remember that you can also create a custom set of taxes for each event. If you need to adjust taxes for an event that has already been booked, but will occur after the new Tax Effective Date (i.e. when the new taxes will apply), find the event in the Event Maintenance screen. You will need to adjust both the event taxes and the default item taxes. To adjust Event Taxes, click the Options button in the upper right corner and select Set Taxes. To adjust the Default Item Taxes, click the Edit button in the upper right corner of the screen; adjust the taxes under the Default Taxes tab. When you are done adjusting taxes, recalculate the event. |
As with any major procedure, it's a good idea to take a backup of your data before implementing a new effective date, just in case you do not like the result. |
There are extensive instructions regarding Taxes and Effective Dates in the EventPro Planner User Manual . See Chapter 2: Setting Up EventPro Planner, Step 6: Taxes, and Chapter 5: Set Up an Event, Event Taxes and Default Taxes. |
If you have any questions, please contact the EventPro Planner Support Department. |
Phone: (02) 9772-7777 (press 2)
Fax: (02) 9771-2866
Email: Support.au@Eventpro.net
Website: www.EventProPlannerSoftware.com.au |
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Software Update: Version 2.3.0.513 |
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The latest software update, Version 2.3.0.513, is now available. |
To download the newest Software Update, log in to the EventPro Planner Support Website. Click on the Downloads tab and click on the EventPro Planner Install 2.3.0.513 link. With each new version, EventPro Planner becomes more stable and powerful. To see the changes and repairs made to all versions of EventPro Planner, check What's New on our website or in the Help area of EventPro Planner Software. |
Don't forget to follow us @plannerupdates on Twitter to find out when the most recent update is available. |
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Wondering how to use a new function? The EventPro Planner User Manual is frequently updated with information about new and enhanced features. When you update your software, remember to download the latest version of the manual to your Local Help. Click HERE to go to the User Manual now. |
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Support Notification: Microsoft Office 2010 64-bit Compatibility |
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Like many applications that interface directly with Microsoft Office, the email function of EventPro Planner Software, a 32-bit program, is not currently compatible with the 64-bit version of Microsoft Office 2010. You may or may not be affected by this issue. |
EventPro Planner Software's email function will still be compatible with the 32-bit version of Microsoft Office 2010, which can be installed on a 32-bit or 64-bit Windows operating system. Please note that EventPro Planner Software is compatible with 64-bit Windows operating systems; the email compatibility issue only arises with the 64-bit Microsoft Office 2010 software. |
If your company plans to upgrade to Microsoft Office 2010, please consult your IT Department to determine whether you will upgrade to the 32-bit or 64-bit version. If you know that you will be upgrading to the 64-bit Microsoft Office 2010, please contact the EventPro Planner Support Department for further information. |
Phone: (02) 9772-7777 (press 2)
Fax: (02) 9771-2866
Email: Support.au@Eventpro.net
Website: www.EventProPlannerSoftware.com.au |
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