EPP Logo Item EventPro Planner Bulletin
www.eventpro-planner.com

Jan. 5, 2010

Address: 105 - 15 Innovation Blvd. Saskatoon, SK S7N 2X8 Ph: 306-975-3737 Email: Sales@EventPro-Planner.com

New & Enhanced Features from 2009

As we begin the New Year, it is a good time to look back on all of the great new features added to EventPro Planner Software. There have been so many, you may have forgotten about some of them! Review our list below to learn about all the features we added in 2009 to help you save time and work more efficiently.

Remember, in order to take advantage of EventPro Planner’s regular updates, you must have a current Upgrade Protection Plan. We also offer EventPro Planner Training to help you maximize your knowledge of the software. If your Upgrade Protection Plan has lapsed, or if you find you'd like a more in-depth lesson on a new feature, please contact our Sales Department for more information.
New and Enhanced Features (up to and including Version 2.2.2.507)
Click a feature to see the details
 
Event Setup & Organization
  • Function Itinerary items can now be added without having the function added to the organization. This can be found on the Functions tab of the Organization area of Event Setup
  • There are now two different types of function itineraries. This option is set on the Event Function edit form which is found on the Functions tab of the Organization area of Event Setup.
  • An Itinerary is now available for all functions
  • Resources (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.
Communications
  • 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
  • Emails can now be assigned to Communications from Outlook
Exhibitors
  • An Exhibitor Attendees view has been added to the Exhibitors tab
  • 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.
Attendees & Guests
  • An Event Itinerary Attendee merge dataset is available in label/letter templates which will display all Itinerary Items that an Attendee is linked to
  • Multiple generic/no name attendees can now be created at one time using the ‘Multi-Add’ option found in the Detail Options menu for event attendees. The previous functionality of the ‘Multi-Add’ option has been moved to the new menu item called ‘Multi-Add Detail’
  • 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
Reports
  • 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
  • Attendee guest information is now available on the ‘Function Seating Chart by Attendee’ report
Companies & Contacts
  • Added a 'View All' and 'View Active' button to the Company and Contact List Views
  • Added an ‘Alternate Address’ area for Companies, Contacts and Attendees
  • 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
  • The ‘Credentials’ column has been added to the Contact List View
Finance
  • Multiple budgets are now available. As long as you do not budget monthly you now can have up to twelve different budgets per event.
  • Income and expense items are no longer separate items. This allows an Item to have both an Expense (Cost) and Income (Charge) associated with it. With this functionality also comes the ability to apply a markup to the Income/Expense item.
  • An ‘Invoices Export’ has been added to the Invoices tab under the Accounting menu
System
  • Detail Items have been renamed to Resource Items. You can now keep a master list of resource items which can be found in the Setup Menu under Resources.
  • There is now a Communications tab in System Settings that is used for setting various communication-related defaults
Resource Management Module

The optional Resource Management Module, sold separately from the basic product, was released this year for Version 2.2. This module allows for extensive conflict checking and management of resources. It is now possible to keep an in stock amount for a resource item and use that amount to conflict check across multiple events. New resource usage views have been added that show when and where a resource is being used at a glance.

To preview the Resource Management Module, contact our Sales Department for a Free Demonstration. Call (306) 975-3737 (Press 1) or email Sales@EventPro-Planner.com today.
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