Tabs in Setup
EventPro Setup is divided under tabs according to the different areas of the program, as follows:
•General
•Financial
•CRM
•Events
•Resources
•Attendees
•Exhibitors
•Facilities
•Accommodations
•Travel
•Tasks
•Communications
Remember that you may not see all of these Setup tabs in your EventPro application. It will depend on the modules you have purchased.
Sub Tabs, Command Ribbons, and Records
Each Setup tab is further sub-divided into sub-tabs, where you can define various records and adjust system settings for the applicable area.
Click on a tab to access the sub-tabs beneath, and click on a sub-tab to work with records of that type. The commands, such as New, Clone, Delete, Refresh, etc., for those records appear along the top of the sub-tab, above the selection grid of records.
For example, in Figure 395, we are viewing the Setup sub tab under the Resources tab.
Figure 395: Setup Resources Sub Tab
Sometimes when working with a record in setup, you will open a window in which there are two command ribbons. The larger ribbon of commands along the top apply to the main record. The smaller ribbon of commands under a tab, or enclosed in a lower section of the window, will apply to the records in the selection grid below.
For example, in Figure 396, the commands in the top ribbon relate to the main record of the edit form, i.e. the Setup Event Template; they allow you to create a new Setup Event Template, clone the Setup Event Template, save the Setup Event Template, etc. In comparison, the commands in the ribbon under the Attendees / Attendee Types sub-tab apply specifically to Attendee Type records, allowing you to add a new Attendee Type to the Event Template, delete an Attendee Type from the template, etc.
Figure 396: Edit form with two command ribbons
In EventPro Setup, the top navigation ribbon for the window is dedicated to the Effective Date, which will be explained in more detail in the topic Effective Dates.
Figure 397: Selecting Effective Date
