EventPro Planner’s appearance is highly customizable. Under Tab Visibility, you can select:
a.
the Header Buttons that appear across EventPro Planner’s main screen,
b.
the Tabs and Sub-Tabs that appear under:
c.
the Event Maintenance screen
d.
the tabs within the Event Maintenance screen (e.g.Organization, Attendees, Exhibitors, Communications, etc.)
e.
the View Attendees and View Exhibitors tabs in the Event Maintenance screen
f.
the Company/Contact screen,
g.
the Actions screen,
h.
the Event Setup window in the Event Maintenance screen, and
i.
the Setup Event Categories screen,
j.
the pages that appears in the Event Setup Wizard, which you may access from the Booking Calendar, and
k.
the options that appear under Accounting in the MainMenu.
2.
Select the checkboxes next to the tabs you want appearing in the screen. Unchecking a box will hide the tab from the screen. If your business does not need to see all of the tabs, you may want to shut off the unused tabs to reduce clutter on the screen. Note that this will shut off the tabs for all users.
3.
For some of the screens, you can choose the default tab to which the screen opens. By default, a screen will open to the tab title in red font (if there is no tab title in red font, you cannot choose the default tab). To change the default tab to which the screen opens, click on another tab title and click the Default button to the red. The new tab title you selected will appear in red font. The screen will now open to this default tab first.
4.
To change the order of the tabs as they appear in a screen, click on a tab title and click the up or down Arrows under Order to the right to move the selected tab title in the list. The top tab title represents the leftmost header button, the leftmost tab in the screen or the first page in a wizard.
5.
Many of the screen tabs contain sub-tabs, and some of the sub-tabs may even have sub-tabs. If you select a tab to appear in a screen, you can click the + next to the tab to open the sub-tabs and the + next to sub-tabs to open further sub-tabs. Select the checkboxes next to the sub-tabs you want appearing under the tab.
6.
When you click on a tab, the program will open by default to the sub-tab option in red font. To change the default tab to which the tab opens, click on another sub-tab title and click the Default button to the red. The new sub-tab title you selected will appear in red font.
7.
The order of the sub-tabs under a tab is determined by the order of the sub-tab titles here. To change the order of the sub-tabs as they appear under a tab, click on a sub-tab title and click the up or down Arrows under Order to the right to move the selected sub-tab title. The top sub-tab title represents the leftmost sub-tab under the main tab.
Choose the Calendar Start Day of the Week from the drop-down list.
2.
In the Inactivity Timeout (Minutes) field, enter the minutes of inactivity after which EventPro Planner 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 Planner, the Inactivity Timeout will logout that inactive user and allow the backups to run.
Search Type: When searching for something in a Find dialog, you can 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.
Type in the name of the default Folder in which you want to save attachments and images and click Create. Ensure that you use a folder that is visible on the network for all users.
It is important to set up this default folder because images and attachments 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.
You can actually link graphics or attachments from anywhere, but if you store important objects in this folder, you can ensure that all users will be able to access and view them. A user will not be able to view a linked graphic in a document or an attachment if he or she does not have access to the folder containing the object.
