EP Logo Item EventPro Connection Volume 2, Issue 4
October 2008
www.eventprosoftware.com.au

EventPro Software Australia
Address: P.O. Box 123
Panania NSW 2213 Australia

Phone: 02 9772 7777
Email: Sales.au@EventPro.net

This Issue:
What's New? EventPro Opens U.K. Branch
Feature in Focus: Attendee Management
Software Update: Version 6.7.6.639
Helpful Hint: Re-allocate or Un-allocate Payments
Did You Know? Error Reports are Analyzed by Real People

View previous issues of the EventPro Connection at http://www.eventprosoftware.com.au/newsletters/.

What's New? EventPro Opens U.K. Branch

EventPro Software is pleased to announce the establishment of a new branch in the United Kingdom. From Bristol, England, the new branch will provide sales and support services for EventPro, EventPro Planner and PMXpert customers in the United Kingdom and Europe.

EventPro Software was originally introduced to England several years ago through a distributing company, but Steve Mitchell, CEO of EventPro Software, recently decided that head office was ready to take the reins. “It was time for us to take over EventPro operations in the U.K. so that our customers have direct access to EventPro Software’s expertise and customer care,” said Mr. Mitchell. “In addition to having knowledgeable employees based in England, the branch will be fully backed by the staff at our Canadian head office, who can share the experience gained from over twenty years in the software industry.” Mr. Mitchell also expects the new branch will be a base from which to pursue new business opportunities. “As EventPro expands into Europe, our U.K. branch will provide a more convenient access point for European customers,” said Mr. Mitchell.
Jane Boyle will be managing the new EventPro branch. Ms. Boyle brings to the company many years of experience in the hospitality industry. Since taking over management of the branch, she has been dedicated to caring for current customers and seeking additional staff members to assist with expanding EventPro’s presence in the United Kingdom and Europe.
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Feature in Focus: Attendee Management

If your facility tracks attendees, you know that it is difficult to manage all the details involved in attendee management: Who is attending? Are they bringing guests? What attendance fee do they pay? Have they received invitations and responded?

EventPro’s Attendee Module simplifies all these tasks! The Attendee Module is specially designed to record and organise all of the critical elements of attendee management in one easy-to-use area:
  • Registrations: With the Attendee Module, you can create any kind of registration package you need with many different options, including a flexible charge structure that allows you to set up per-package, per-function, or per-table rates, or to create rates based on attendee type, company category or time of registration.
  • Seating and Table Arrangements: Seating arrangements save time, avoid confusion and make the most of available space. After you register attendees for an event and enter the required number of tables, you simply drag and drop attendee names onto place settings at the tables in the Event Function Seating chart. It’s that easy!
  • Communications & Actions: During event preparation, there is usually a steady flow of communication between organiser and attendees – invitations, RSVPs, registrations, event information, confirmations, invoices, and so on. Record all attendee interactions in the Communications area so that you always stay informed. The Actions area allows you to schedule reminders for tasks relating to specific attendees, ensuring that you complete all requirements on time.
  • Mail Merge: If you need to send a communication to multiple attendees, such as a batch of invitations or registration confirmations, the Mail Merge feature makes this task quick and effortless, while still personalising messages for each attendee.
  • Guests: Categorising an Attendee as a “Guest” allows you to link that person to another attendee, which is convenient for billing purposes. If several attendees are part of the same group, you can assign the attendees as guests of one main attendee so that you can bill one person for all expenses.
  • Finance: Record each attendee’s invoices and payments under their individual Finance tabs, or create a batch of invoices for multiple attendees in one easy step from the main Attendee Finance area.
  • Attendee Import: This is another time-saving feature that will help you avoid manual data entry. If you already have attendee information in files or databases, use the import feature to quickly add attendees to the event.
The versatile Attendee Module does everything you would expect for comprehensive attendee management. To preview EventPro’s Attendee Module, contact our Sales Department for a Free Demonstration. You can also read all about Attendees in Chapter 5 of the EventPro Manual.
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Software Update: Version 6.7.6.639

To download the newest Software Update, log in to the EventPro Support Website. Click on the Downloads tab and click on the EventPro Install V6.7 (6.7.6.639) link.

Software Updates are only available to customers with a current Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, contact our Sales Department at Sales.au@EventPro.net or 02 9772 7777 (Press 1). 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 Software.
Do you want to know What’s New right now? Check for new updates or review previous updates at any time by selecting Help | What’s New in EventPro.
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Helpful Hint: Re-allocate or Un-allocate Payments

Q. How do I re-allocate or un-allocate a payment from an invoice?

A: First, find the payment that you have incorrectly allocated. Click the Edit button to the right of the selection grid to open the Payment window. Go to the selection grid in the bottom section of the Payment window. Click in a field under the This Payment column and type in the correct numbers.
For example, if you want to un-allocate a payment from an invoice, find the row that contains the invoice, click in the field under the This Payment column and type 0 (zero).
If you want to allocate more money to one invoice and less to another, first go to the invoice to which you want to allocate less, and type in the lesser number. Then go to the other invoice, and type in the larger number. This way, you will not over-allocate the payment and receive a warning.
When you are done editing the payment, click Save.

This is just one of many FAQs (Frequently Asked Questions) included on our website.
Have a question? The answer you need may be just a click away!

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Did You Know? Error Reports are Analyzed by Real People

Did you know…that if you send error reports to EventPro Support, they don’t just disappear into thin air? Those reports go to real people who want to help you! And you can help us help you as quickly as possible by following a few easy steps.

Error Message
If an error pops up in EventPro, you should send the error report to our Support department immediately. Click the Email or Print button on the left of the pop-up. An Error Information dialog opens, in which you can enter a description of what happened. A Support Representative will actually read this explanation and try to re-create the error on his/her computer, so please give as much information as you can. For example “I clicked the Edit button” is not enough of an explanation. Describe the screen, tab and/or window that you are in, the button/tab you clicked, and what you were trying to do, i.e. edit an attendee, change the dates of a location, etc. Sending a screenshot is not necessary. When you are done, click OK. Remember, if you print the error report, you need to fax it to the Support Department at 02 9771 2866.
After you send the error report to Support, try to make the error occur again. Shut down the program and re-start it. Return to what you were doing and see if the error occurs. Also, if other people at your organisation use EventPro on other workstations, see if they get the same error when trying the same procedure. If the error occurs again, you can send the error report to Support a second time, explaining that you were able to duplicate the error after restarting the application. You do not need to send more than two error reports for the same error. A Support Representative will look at your case and contact you via phone or email as soon as possible.
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