Remember, we now have a new phone system with new menu options to serve you better. Call us at (306) 975-3737 and press 1 for Sales, 2 for Support or 3 for payments, to schedule training and all other enquiries. If you pressed 2 for Support, you will next press 1 for General Enquiries.
To download the latest Software Update, log in to Support. Click on the Downloads tab and click on the EventPro Planner Update V1.7 (184.108.40.2068) link.
Why update to the latest version of EventPro Planner? The new features, enhancements and fixes contained in new versions of EventPro Planner ensure that your system will run better than ever.
Software Updates are only available to customers with a current Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, email Sales@EventPro-Planner.com or call us at (306) 975-3737 and press 1 for Sales. They can provide you with information on how to reactivate your Upgrade Protection Plan so that you can continue to get the maximum advantage out of EventPro Planner Software.
Communication email fields are now 255 characters long and all other email fields are 100 characters long
The company ‘Web Site’ field is now 100 characters long
The function description is now available on the ‘Event Itinerary’ report
The ‘Attendee Itinerary’ report now prints function-specific requirements for the attendee
Every new attendee is now set up as a ‘Financial Group Leader’ unless they are entered as a guest
The ‘Budget vs. Actual’ reports now have the option to ‘Show Zero Amounts’ items
The ‘Account Code’ field is now available on all ‘Event Income’, ‘Event Expenses’ and ‘Budget vs. Actual’ reports
‘Assign’ and ‘Un-Assign All’ buttons have been added to the ‘Requirements’ tab of the ‘Attendee Function Assignment’ form
The ‘Event Organization Calendar’ report was not printing properly if ‘Print logo as banner at top of reports’ was selected on the Reports tab in System Settings
The ‘Publish Online Event’ event option was not always updating the attendee type passwords
The ‘Name Badge’ field for a contact was not updating if a different contact was selected using the ‘Select From Contacts’ button
Companies and contacts now cannot be deleted if they have communications attached to them
The ‘Company List View’ and ‘Contact List View’ grids in the Companies/Contacts area can now be sorted by any column
The ‘Greeting’ and ‘Name Badge’ fields on the attendee edit form were adding leading spaces if a title was not entered
The ‘Notes’ tab on the attendee and contact edit forms was not always turning red if notes had been entered
The event ‘Notes’ tab was not turning red if there were notes entered for the event
‘Actions’ that were entered for a contact while on the ‘Contact List View’ grid were not adding to the currently selected contact. Instead, they were being added to the first contact in the grid.
It was not possible to create an event if there were any event user fields that had the ‘Required’ option checked
Information on the Event Setup | Negotiation tab was disappearing when the grid was clicked on
Error sometimes occurring when attempting to delete or copy an ‘Event Category’ from Setup | Event Category Templates area
Various event reports were displaying the system logo instead of the event logo
Some notes areas were not word wrapping
The company and contact names for an action were not always being set correctly if the action was created for a company contact
A list of previous EventPro Planner Software Updates is also available on the Support website. Log in to Support and click on the What’s New link.