| As we begin the New Year, it is a good time to look back on all of the great new features added to EventPro 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 2008 to help you save time and work more efficiently. Remember, in order to take advantage of EventPro’s regular updates, you must have a current Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, please contact your Sales Department for more information.
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Our manual is updated regularly with all new and enhanced features, so if you need any help with a new feature, be sure to consult the EventPro User Manual. Remember that we also offer EventPro Training to help you maximize your knowledge of the software. If you want to learn how to work faster and reduce repetition, don’t hesitate to ask our Sales Department about online and onsite EventPro Training. An EventPro refresher course might just be the productivity kick start you need in the New Year! |
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New and Enhanced Features (up to and including Version 6.8.1.656) |
Click a feature to see the details |
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- Store links to documents related to an event
- Store documents related to an event (Enterprise Only)
- Added the ‘Email’ field to the Customer tab in an Event
- You can now set default Attendee Type Sort Orders in setup, and these will be copied to each event
- Added the ‘Code’ field to the Customer tab in the Event Maintenance screen and the Booking Wizard
- Added the ‘Quantity’ field to the All tab under an event location
- Account Code columns can now be viewed on the Event – Location grid
- The Web Requests screen can now be sorted
- The Contract Notes and Comments tabs for an Event now display the merged text instead of the template
- Optimized the location update and location delete procedures
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- 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
- Added ‘Delivery Notes’ to Companies and Contacts for use with catering companies
- Added a ‘Use Company Address When Billing’ option to contacts
- Added Company and Company Contact tables to the Lobby Display field selection area
- Company information can now be included in the Contact Export
- Company and Contact user fields can now be included in the Contact Export
- User Fields can now be imported to in the Company and Company Contact imports
- The Attendee Registration Group, Company and Contact grids have more editable fields available
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- The quantity of a setup item can be edited on the grid without going into the item edit screen
- Added a Catering – Spreadsheet view to view all catering detail items at once
- The Setup Catering Items area now has the same Effective Date options as setup and staffing items
- New System Setting allows newly created staff to be defaulted to the currently selected location
- Catering and Beverage spreadsheet views can now be sorted
- Miscellaneous Items can now be modified after the cancellation of the event so that they can be used as cancellation fees
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- Added Package and Accommodation company discounts
- Added a ‘Default event invoice cutoff date to event end date’ option that will default the Invoice cutoff date to the event end date when creating an Event, Attendee or Exhibitor invoice
- Added a new System Setting to allow/prevent over-allocating payments to invoices
- Deposit invoices can now be applied against other deposit invoices in the Invoice Wizard
- The ability to recalculate payments has been added in the Payments grid of the Accounting | Finance area
- Voiding a Payment now clears all credit card information
- Added the Account Code to the grid on the final screen of the Invoice Wizard
- Added a ‘Deposit Invoice Suffix’ System Setting to allow easy detection of deposit invoices within QuickBooks
- Sun export has been improved
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- Assign emails from your email program to EventPro Communications
- Added a ‘Save Images with Communication’ option to communications, allowing the user to select whether or not to save the embedded images with the communication
- Store incoming/outgoing email attachments in the program for later viewing (Enterprise Only)
- Emailed PDF reports can now be saved in communications, which is convenient for saving original confirmation sheets or invoices (Enterprise Only)
- Added a ‘New-Copy’ button to communications for repeated correspondence
- Added a ‘Reply’ button to internal messages
- Added a System Setting to choose whether to display the Company Name in the default subject when sending a report by email
- Added a System Setting to allow saving of communication options on report dialogs
- Added System Settings for Communications: Saving of communications, saving of letter content, creation of follow up actions, and default method type
- Added a ‘Use default message store’ option to email settings to help with email problems
- Added a ‘Print’ button to the View Letter area in a Communication record
- Improved the Error message that is displayed when attempting to create a label that is too big for the page
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Locations |
- Addresses can now be associated with Locations, which is useful for catering companies
- Added a ‘Use Address’ option to Locations to indicate where the location will pull its address from
- Added ‘Delivery Notes’ to event locations (defaults can be pulled from Companies and Contacts)
- A prompt will appear when creating a Restriction that falls within an event time frame
- Added a System Setting to allow/prevent the editing of location charges when a rate other than ‘Custom’ was being used
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- Added a System Setting to prevent the auto population of the ‘Actual Attendance’ field in the Booking Wizard
- Added ‘Retain Location Attendance’ option to the ‘New-Copy’ process of an event
- Added phone information to the Selection Grid of the Booking Calendar
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- Added the ability to copy all Actions from the original event to each new event when splitting locations
- Added a ‘Copy’ button to event actions to allow the copy of ‘Setup - Event Category - Actions’ to events
- Added the Event Start and End Dates to the main Action grid
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- Added an ‘Accommodation Cleaning Schedule’ report
- Added a ‘Misc Financial Summary’ report
- Added a ‘Misc Requirements’ report
- Added Finance reports to the Event Print dialog. All finance reports will only print for the current event by default.
- Added a ‘Show Restrictions’ option to the ‘Daily Booking List’ report
- Some reports can now be sorted by User Fields
- The ‘Daily Booking List’ report now displays staff that are assigned to a location
- The ‘Daily Booking List’ report now has a filter for sub-groups
- The ‘Daily Booking List’ report now has options to show Miscellaneous Items and Unassigned Staff
- The ‘Daily Booking List’ report can now display the total number of locations booked within a set time frame
- The ‘Event Calendar by Month’ report now has a ‘Show Events Only Once Per Date Booked’ option to prevent events with multiple locations on the same day from showing up multiple times
- The ‘Customer Billing Summary’ report can now display the number of billed events/customers for the selected time frame
- The ‘Location Financial Summary’ report now includes ‘Tax’, ‘Discount’, ‘PreTax’ and ‘IncTax’ total fields
- The ‘Enquiries by Event Category’ report now includes sub-categories
- Added ‘Hide Login/Logouts’ option to the ‘Audit Log’ report
- Added an ‘Overwrite’ prompt when saving a report to a file if that file already exists
- Added Supplier filter to the ‘Setup Requirements’, ‘Catering Requirements’, and ‘Beverage Requirements’ reports
- Added a Date Range filter to the ‘Event Exhibitor Booth List’ report
- Added ‘VenueContact’ and ‘VenueCompany’ pipelines to the ‘Confirmation Sheet’, ‘Daily Booking List’ and ‘Staffing Requirements’ reports
- Added ‘AgentContact’ and ‘AgentCompany’ pipelines to the ‘Daily Booking List’ and ‘Staffing Requirements’ reports
- Added a ‘TotalLocHours’ and a ‘TotalLocActAttend’ field to all ‘EventTotals’ pipelines
- Added the ‘Event’ pipeline to the ‘Supplier Expense Detail’ report
- Added the ‘Payments’ pipeline to Invoice reports
- Added ‘Communication’ pipeline to the ‘Actions’ report
- Added ‘Event’ pipeline to ‘Reservation Check In’ and ‘Reservation Check Out’ reports
- ‘Sub-group Total’ pipelines have been added to the ‘Revenue vs. Cost’ reports
- Added ‘Event’, ‘Event Detail’, ‘Company’ and ‘Company Contact’ pipelines to the ‘Audit Log’ report
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- Added a Location level to Accommodations. By default, all existing Accommodation Groups are added to a ‘MAIN’ location.
- Accommodation Rooms, Groups and Locations can now be restricted
- Added a Communication tab to the Accommodations area
- Selecting the Room Group in Accommodations now displays all rooms and restrictions for that group on that day in the table above the calendar
- The Accommodation screen now displays the number of rooms for the reservation
- Added the ability to use Accommodation information in Letter/Label Templates
- Added the Reservation Company to the grid on the Accommodation Calendar
- The Other Charges grid under an accommodation reservation now displays the ‘Date’ field
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- Added more detailed Invoice and Payment filters to financial screens and reports. This required the removal of the current on-screen/dialog filters in favor of a ‘Filter’ button. The ‘Filter’ button option will allow more control over which records will be displayed and allows the user to save/retrieve predefined filter options.
- Added a ‘Find’ button to the Setup – Resources – Items area
- The ‘Status’ box on the Find Event page now has a ‘Select All’ option, which is used by right-clicking twice on a single status
- Filters now have a ‘Reset’ button
- The Advanced Filter for an event now includes ‘EventTotals’ fields for selection
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- The Audit Log now includes the computer name when it records a login
- Grids now remember the record the user is on after selecting a new sort column
- Email functionality is now compatible with Vista
- The Alt key must be pressed when editing checkboxes on a grid
- Added the ‘Document’ tab to the visibility settings in System Settings
- When deleting a User Rights Group, the groups of the users in the former group will be set to <CUSTOM>
- Double clicking in the Audit Log will now take the user to the event with which the record is associated
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There are two different editions of EventPro Software: Standard and Enterprise. They are exactly the same except that the Standard Edition uses Microsoft® Access™ databases while Enterprise uses Microsoft® SQL Server™. Some new features are only available in the Enterprise Edition.
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- Store incoming/outgoing email attachments in the program for later viewing
- Emailed PDF reports can now be saved in communications, which is convenient for saving original confirmation sheets or invoices
- Store documents related to an event
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If you are interesting in upgrading to the Enterprise Edition of EventPro, contact your nearest Sales Department for more information and a quote. |
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