EventPro Software User Manual

•In EventPro's navigation panel or menu, go to Events > Event List.

•The Events will appear in the Event List selection grid.

•If you see the Event you want in the selection grid, click to highlight the Event record.

oThe commands related to the selected Event (Edit Event, Change Status, etc.) appear in the navigation ribbon above the grid, or you can right-click in the selection grid for the speed menu.

•If you can't find the Event you want by scrolling and browsing, you can use other search methods in the Event List:

oYou can use the Grid Filter above the selection grid to view Events by different criteria, e.g. All Events, My Events, My Events Next 7 Days, etc.

oYou can also look for a specific Events in the list by Typing in a Column or performing a Full Text Search.

•If you want to hide the detail view panel on the right side, click the Hide Detail View/Show Detail View toggle button in the ribbon. To display the detail view panel, click the Hide Detail View/Show Detail View button again.

•Once you find the Event you want in the selection grid, double-click the record to view the Event in the Event Screen.

•In EventPro's navigation panel or menu, go to Events > Venue Calendar.

•To review how to navigate around the Venue Calendar, see Venue Calendar & Event Calendar.

•When you locate the Event on the Venue Calendar, double-click one of the cells representing the Event.  

You can also right-click on one of the Event's cells and select "Go to Event".

•The Event will open in the Event Screen.

•In the navigation panel or menu, go to Events > Find Event.

•The Event window will appear.

•Use the Find function to search for your particular event.

•In the selection grid of results, select the Event you want to view and click OK.

•The Event record will open in the Event Screen.

•In the navigation panel or menu, go to Events > Recently Accessed Events.

•The Event window will appear, displaying a selection grid of the 20 most recently opened events.

•You can search for a particular event in the list using the Find function.

•Select the Event you want to view and click OK.  

•The Event record will open in the Event Screen.

•If you can't remember the exact Event Name or Booking Number, but you happen to remember the Event Client, you can easily find the event through the client's record.

•Find and open the relevant Account (Company or Contact) in your CRM database.

•The Account's events (i.e. events for which the Account is the Event Client) will be listed under the Events tab.

•Double-click an Event in the Company/Contact's Events tab to open the event in the Event Screen.

•If you are already in the Event screen, but want to move to a different event, you can use the commands in the Records Navigation section of the ribbon.

•Use the Previous Event and Next Event arrows to scroll through Events one at a time.

•The First Event and Last Event button allow you to jump to the beginning and end of the list of Events.

The navigation method you select will determine the sort order, and which Events appear in the scrolling list.

•Select the navigation method from the drop-down list:

oBy Booking # - Scroll through the Events by Booking Number in numeric order.  

oBy Client/Date - Scroll through the Events of only the currently selected Client in chronological order by Date.

oBy Date - Scroll through Events in chronological order by Date (regardless of Client or Book #).

•Click Find Event to open the Event window, in which you can search for a specific event.