To download the latest Software Upgrade, which includes the New Features, Enhancements and Fixes listed below, log in to EventPro Planner Support. Click on the Downloads tab and click on the EventPro Planner Install V2.1 (126.96.36.1992) link.
In order to access EventPro Planner’s Software Upgrade, you must have an annual Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, contact our Sales Department at Sales@EventPro-Planner.com or call (306) 975-3737 (Press 1).
To learn how to use the great new features in this software upgrade, download or view the recently updated EventPro Planner User Manual. Consult the “What’s New in Help” page near the beginning of the manual.
An ‘Invoices Export’ has been added to the Invoices tab under the Accounting menu
Added an ‘Alternate Address’ area for Companies, Contacts and Attendees
Added a ‘Do Not Contact By’ list to Companies, Contacts, Event Attendees and Event Exhibitors to prevent them from receiving communications of the selected methods
There is now a Communications tab in System Settings that is used for setting various communication-related defaults
An Itinerary is now available for all functions
Emails can now be assigned to Communications from Outlook
An Event Function Itinerary pipeline has been added to the ‘Attendee Confirmation’, ‘Attendee Itinerary’, ‘Event Venue Setup’, ‘Daily Function Overview’ and ‘Event Itinerary’ reports
An Attendee classification bar has been added to the top of the Attendee Edit form
An Attendee classification display has been added to the Single-By Name, Single-By Type, and Single-By Company attendee views
The ‘[F6]-Select From Contact’ functionality of the Attendee Edit allows you to update contact data with attendee data, update attendee data with contact data, or just link the attendee to a contact
The ‘[F5]-Select Company’ functionality of the Attendee Edit allows you to update attendee data with company data, update attendee data with default company contact data, or just link the attendee to a company
A ‘Print’ button has been added to the Event Exhibitor Attendee screen
A ‘Set as Main’ button has been added to the Event Exhibitor Attendee screen. This will set the selected attendee to the main attendee for the current exhibitor.
Detail Items, Attendee Assignments and the new Itinerary Items are now added by right clicking on a function in the Organization Calendar and selecting the appropriate option. They are no longer found on the Event Function Edit form.
Communication References in General Lookup Tables were not saving
Error sometimes occurring during a Mail Merge if an invoice report was selected
Error occurring when creating or using a letter or label template that included Attendee Requirement information
Error occurring when creating or using a letter or label template that included Attendee Guest information
Error occurring when adding an Accommodation Reservation without selecting dates for the reservation. The dates are now defaulted to the event start and end date.
Editing or adding an attendee Registration Item was locking the entire event
The ‘Company Contact’ pipeline was missing from the ‘Actions’ report
The error message displayed when attempting to create user fields with insufficient server rights has been improved
User fields were not being copied over when updating an Attendee from a Company Contact or vice versa
The ‘Event Overview’ report was not displaying all applicable companies under the Venue section
Error occurring when attempting to design the ‘Function Attendees’ report
When adding a new or editing an existing charge for an Attendee Registration, the information on the attendee’s Financial tab was not getting updated
Data exported using the ‘Export Grid Data’ option of a grid was not exporting properly if it contained commas
Data exported using the ‘Export Grid Data’ option of a grid was not exporting memo fields
Error occurring when attempting to update a Contact from the Attendee Edit form (Enterprise Only)