Chapter 1: Overview

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•Welcome to EventPro Planner
•Contact Us
•What Version am I Running and What is My User ID?
•Technical Support and Upgrade Protection Plan
•Before Contacting Support
•View Software Updates
•Install EventPro Planner
oDownload the Software
oNew Installation of Standard: Single User Installation
oNew Installation of Standard: Multi-User Installation
oInstall Enterprise as a New Installation
oUpdate a Previous Version of Standard or Enterprise
oUpdate the EventPro Planner License
•Set EventPro Planner Shortcut Parameters
•The EventPro Planner Work Space
•Common Functions
oEdit, View and Delete Records
oSelection Grids
oSort Lists
oExport Grid Data
oDate/Time
oCheck Box Lists
oMulti-Select Items
oFind a Record
oFilter Information
▪General Filtering
▪Linked Criteria - Attendees, Exhibitors and Companies/Contacts
▪Advanced Filter
•Logout and Exit Program