Events
- The Exhibitor Import allows you to interactively make decisions about potential conflicts during the import process. For a complete video on the new import, see the new Help topic: Importing an Exhibitor List. An instructional video will be available within the next couple of days.
- Control the Exhibitor Sign value during the import. The column needs to appear at the end with the title "Sign Name". See Exhibitor List Template Information for the latest template.
- For those who use our standard "Ordering Open" template, the event's logo appears in the email message the exhibitor receives. It is centered and appears immediately after your banner. For samples of all the most recent versions of the e-mail templates, see E-Mail Template Samples.
- If an exhibitor or contact is connected to a shipment, they may no longer be deleted from the exhibitor and/or contacts grid.
- There is a new left hand navigation menu for an event called "Settings". Key event settings, such as the popular "Show Advance Pricing Discounts on Storefront" are now found there.
Administration
- Previously if a user viewed and then hit the "Save/Close" button in an e-mail template in any browser other than Internet Explorer, the template was wiped out and e-mails potentially went out to customers with blank contents. We now prevent a template from being saved with a blank description so this will no longer happen.
Reports
New Reports:
- Customer Summary
Displays all orders for a customer across all events, including balances due and an aging report. - Customer Production
Generate a list of your top producing customers. Choose customer types to include and indicate how many should appear in your "top" list. - Payments by Event By Day
Displays payments for each event by payment type. Optionally display tax details. - Payments by Event and Revenue Type
Provides a variety of parameters that determine the level of detail to print payment transactions for a time period. This will be a popular report to be used to post transactions in a given time period to an accounting system.
CChanges to Existing Reports:
- Pull List
- Run for multiple events.
- New statistics have been added regarding the percentage of exhibitors ordering from each department.
- Order # has been added to the Billing List by Department report.
- Run the Product Use report for custom items only, standard products only, or all products.
- Customer Type has been added as an available filter to the Exhibitor Contact Export.
- Show Summary report displays products with attributes (such as a carpet with a color) on its own line.
- When displaying the Order Details by Event report, if multiple exhibitors have no booth number, they will each appear on their own page.
- Department Revenue Summary report was not correctly filtering the detail area when a specific supplier was selected. This has been corrected.
- Order Count graph statistics have been added to the Event Dashboard.