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EventPro Software User Manual

Breadcrumb Trail: Company/Contact Management (CRM)

CRM Contact Tracing

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This specialized Contact Tracing area under CRM is designed to collect the contact information submitted online though EPConnect.

EPConnect Setup > Contact Tracing describes in detail how to set up the Contact Tracing area in EPConnect.

EPConnect Setup > Contact Tracing > Process Flow describes the online Contact Tracing process from the viewpoint of an individual submitting information.

 

1.The contact information submitted through the EPConnect Contact Tracing page will end up in this EventPro Contact Tracing area.

2.In the Contact Tracing area, you can easily filter the individuals in the selection grid by Check In date/time.

3.You can also run the Contact Tracing List report. You can multi-select the records you want included in the report, or select all in the grid and use the report filter to narrow the list to certain dates.

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