Feedback on: EventPro User Manual - GeneralCH1_Step1_GeneralChapter 1: Setting Up EventPro > Step 1: System Settings > General /Dear EventPro Documentation Department,
General
Settings in the General tab affect how EventPro displays your information in other screens.
Event Maintenance Tabs: The Event Maintenance Tabs are displayed on the Event Maintenance screen (see Chapter 3: Event Maintenance for more information). These tabs organize the information you need to manage your events. EventPro displays the Detail, Event and Customer tabs in the Event Maintenance screen by default.
a.
To have EventPro display other information in the Event Maintenance screen, check the appropriate boxes.
b.
Unchecking a box will remove the tab from the Event Maintenance Screen.
c.
As your business may not need to see all of the tabs for an event, you may want to shut off the unused tabs, but note that this will shut off the tabs for all users.
2.
Finance Tabs: The Finance tabs appear in the Event Maintenance screen, displaying the financial information for the event. There are several financial sub-tabs that you can choose to show or hide.
a.
If you just selected Show Finance above, you will only see the Summary/Discounts tab under the Finance tab in the Event Maintenance screen.
b.
Selecting Show Inv./Pay. will display the Invoices and Payments tabs for the event.
c.
If you select the Show Pre-Paid checkbox, it will display information about pre-paid revenue; this is money that has been received as revenue for an event, but which is not a receivable and will not appear in an invoice.
3.
Event Detail Tabs: The Event Detail Tabs become visible when you click the Detail tab on the Event Maintenance Screen.
a.
Choose which tabs you want to display by checking the appropriate boxes.
b.
To make the Event Maintenance screen more orderly and easy to read, you will probably want to eliminate the view of any unnecessary information. For instance, if your facility does not serve liquor, you may want to uncheck the Beverage tab.
Catering: Calculate Cost On Greater of Guarantee and Actual: Check the box if you want EventPro to calculate catering costs using the greater of the guaranteed or actual attendance. Leave the box unchecked if you want the program to calculate catering costs using the actual number of people attending.
2.
Catering: Prompt if not marked as “Completed” while invoicing: Check this box if you want EventPro to prompt you when invoicing for catering that is not marked as Completed.
3.
Catering/Beverage: Default item count to one when selecting item: Later, when you add catering and beverage configurations to events, you may have to select the items you want to use, and enter a count for those items. If you want the count to default to 1, check this checkbox.
4.
Staffing: Default Staff to Current Location: If you select this checkbox, whenever you add a new staffing record to an event location, the Location drop-down list in the in the Staffing [New] window will default to the selected location.
Select from the Calendar Start Day of Week drop-down list the day on which your work-week begins. Once selected, this option will apply to all drop-down calendars as well as the Booking Calendar’s “Week View.”
2.
In the Inactivity Timeout (Minutes) field, enter the minutes of inactivity after which EventPro will automatically log out. By default, this will be set to 0 (disabled). It is recommended that you enter a number of minutes for the inactivity timeout. First, it provides extra security for your confidential data, as it will shut down the program if a person is away from his or her computer for an extended period of time. Second, if you set up external backups to run after hours and a user accidentally stays logged into EventPro, the Inactivity Timeout will logout that inactive user and allow the backups to run.
If you want to enter default times for Restrictions, enter the relevant times in the Default Time From and Default Time To fields. When you later add location restrictions, these default times will appear in the fields. You can add restrictions for individual Locations, or create Group/Global restrictions. You can also add restrictions from the Booking Calendar.
This option affects how you search in a Find dialog. From the Search Type drop-down, choose whether you want the search to start after there is a pause in typing, or if searches begin only after you press Enter on your keyboard.
Here, you will create the default folder in which you want to save attachments and images. It is important to set up this default folder because images stored in this folder will be “linked” for the purposes of inserting them into letters and other documents.
Later, when you create letters or other documents in which you want to insert your logo or other graphic, you will be able to insert a graphic from this folder as “linked” rather than “embedded”. Using “linked” instead of “embedded” graphics will save considerable space in your database.
Ensure that you use a folder that is visible and accessible on the network for all users.
