Take advantage of all its features to organize it the way you want, so that you get the view best suited to your work style.
- First, choose whether you want to view all companies/contacts or just one upon first opening the screen. Go to your System Settings, and check or uncheck the “Show All Companies/Contacts on Grid by Default” option under the Contacts tab.
- Second, which view do you want the screen to open to by default: Single Company, Single Contact, Company List or Contact List? In your System Settings, click on the General tab and find Companies/Contacts in the menu tree under Tab Visibility. Click on the tab you want to appear by default, and click the Default button; the font will change to red.
- Finally, do you want to change the order of the sub-tabs – Communications, Actions, Events, etc. – or remove some of them altogether? Still in the General tab of System Settings, unselect the checkboxes next to the tabs you want to hide. To switch the order, select a tab you want to move and click the up or down Order arrows to the right until the tab is in the right place.
- Remember to save your System Settings before you leave the screen.
Now, the Company/Contacts screen should be better organized for the way you work.
Remember that if the screen is only displaying one record, you can click the Show All button to the right to display all records.
Also, remember that the grid is color coded to help you easily identify certain companies and contacts: Companies and contacts marked as ‘Inactive’ are now highlighted in orange, and Companies that are marked as ‘Warning’ are now highlighted in purple.
You can find all sorts of tips for organizing EventPro Planner to work better for you in the EventPro Planner User Manual.
- For more information about System Settings, refer to Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, in the EventPro Planner User Manual.
- For help managing your companies and contacts, see Chapter 3: Companies/Contacts.
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