EventPro User Manual

Contacts

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Contacts

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Contacts

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Under the Contacts tab, you will select the formats you want EventPro to use when sorting and displaying names.

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Click to Expand/CollapseName Formats
1.Contact Name and User Name: From the drop-down lists, choose the order in which you want the first and last names of contacts and users to appear.
2.Contact Greeting Format: From the drop-down list, choose how you want contact names to appear in greetings, e.g. “Mr. Smith” or “Bob Smith”, etc.
3.Attendee Badge Format:  From the drop-down list, choose how you want attendee names to appear on name badges, e.g. “Bob Smith” or “Bob”, etc.
Click to Expand/CollapseCompany Duplicate Checking and Contact/Attendee Duplicate Checking
1.You can define 3 different sets of fields that you want checked for duplication when entering companies or contacts/ attendees.
2.Select Duplicate Check List 1, 2 or 3 from the drop-down list.
3.In the three Duplicate Check Fields for each list, select the fields that you want checked for duplication.
Click to expand/collapseCost Center Options
1.Use Company Cost Centers: Select this option if you only want the user to be able to select a cost center for the Contact from those cost centers applicable for the contact's Company.  If you uncheck this option, you can select any cost center for the contact, regardless of the cost center set for the contact's company.  For more information, see Step 6: Company/Contact, Entering a New Company and Entering a New Contact.
Click to Expand/CollapseAttendee Options
1.Attendees and Guests are linked, but are added as separate entries.  Check the Exclude GUESTS checkbox if you want to exclude guests by default from attendee lists.
2.Check the Exclude CANCELLED types checkbox if you want to exclude attendees with a cancelled status from reports by default.
3.Note that the Attendee Module is an optional module in EventPro.  If you have not purchased this module, you will not see the related tabs and screens.  If you are interested in previewing or purchasing the Attendee Module, please contact your nearest Sales Department.