Feedback on: EventPro Planner Manual - Required Client InformationNew_Event_Wizard_Required_Client_Information_Create_Event_Chapter_4Chapter 4: Create an Event > Create an Event > Required Client Information /Dear EventPro Planner Documentation Department,
Required Client Information
In this screen you will choose the client to which this event relates. However, you will skip this page if you selected the Skip Client Wizard Page when Default Company Assigned checkbox earlier in System Settings under the Events tab. Refer to Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Events.
You can enter information for the Main company related to the event, as well as a Billing company and an Agent, if these are separate companies from the main client.
1.
To select the Main client, click on the ellipsis to the right of the Company Name field.
2.
The Find COMPANY window appears, allowing you to search your company database. Review the instructions in Chapter 1: Overview, Common Functions: Find a Record to find the correct company. Click to highlight the correct company and click OK.
3.
If your database does not yet contain the client record, click the New button at the bottom of the Find COMPANY window. Enter the company’s information, following the instructions above from Chapter 3: Companies/Contacts, Enter a New Company. When you are done creating the company, select the new company in the Find COMPANY selection grid and click OK.
4.
To edit, view or clear the selected company, use the Edit Company, View Company or Clear Company button to the right.
5.
If the client you selected has a default contact person, his or her information will be pulled into the Client Contact area below. To select a different contact, or to enter a new contact, click on the ellipsis to the right of the Client Contact field. The Find CONTACT window appears. Select your preferred contact and click OK.
6.
If your database does not yet contain the contact, click the New button at the bottom of the Find CONTACT window to open the Company Contact [New] window. Enter the required information, following the instructions from Chapter 3: Companies/Contacts, Enter a New Contact. When you are done creating the contact, select the new contact in the Find CONTACT selection grid and click OK.
7.
To edit, view or clear the selected contact, use the Edit Contact, View Contact or Clear Contact button to the right.
8.
If you want to bill this event to a different company, click on the Billing sub-tab. By default, it will be the same as the Main company/contact information, but you can select a different company and contact for billing.
9.
If the Main company/contact has an Agent company, you can click on the Agent sub-tab and enter the Agent Company’s information.
10.
When you are done entering information for the event client, click Next. You will move on to the Contract/Deposit Information page, unless your System Settings have been set to skip the page.
