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EventPro Software User Manual

Breadcrumb Trail: VirtualAssistant Setup

VirtualAssistant User Settings

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1.After you have created your VirtualAssistant User, go to VirtualAssistant Setup under the Setup menu.

2.From the VirtualAssistant User drop-down, select the appropriate user. Remember, this drop-down will only display "System"-type Users.

3.Enter the VirtualAssistant User's Password, which you would have set earlier when creating the VirtualAssistant User Account.

4.Select a default Communication Method for the email notifications sent out by the VirtualAssistant.

a.The drop-down is populated with the Communication Methods from EventPro Setup > Communications > Communication Methods.

b.If you connect the VirtualAssistant User to a CRM Account, the notification emails sent from VirtualAssistant will be logged in the CRM Account's Communications tab using this default Communication Method.

5.It's a good idea to click Save now (in the top ribbon).

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