Eventix Enrollment SLX


	Complete event management and resource scheduling, all in SalesLogix!

Overview

Putting the power of Sage SalesLogix customer relationship management and Eventix Enrollment together means that you can store all your Account, Contact, Opportunity, and Event information in one database. No longer will you have to do double data entry to maintain event, attendee, and customer information.

Eventix Enrollment will make your event and attendee management a whole lot easier.

In addition to tracking attendees, you can manage Wait Lists, Material Lists, Checklist, Event Staff schedules, Facilities used, and related events.

Tasks such as printing name tags and sign-in sheets that are a real pain and take up a lot of time can now be accomplished easily with just a few mouse clicks.

You can generate reports off your past event records to show which events were well attended and how much revenue they brought in.

You can add more data fields and custom Crystal Reports® to track and report on the specific information that you need. Eventix Enrollment is completely customizable.

Features

Event set is made easy using the Event Copy wizard. Create once. Copy many.
Finding an event is easy using search by Event Name, Location, Date Range
Facility Schedule (location dates/times for the event)
Staff Schedule (dates and times staff has been assigned to the event)
Materials List (items required for event with budget and actual amounts)
Checklist (list of tasks that need to be completed for the event)
Assignment of an event coordinator to an event
Related Events (Parent/Child hierarchy)
Ability select Event Instructor based on courses they have been listed as qualified to teach
Ability to Allow or Block attendee enrollments and transfers for an event
Region and Metro Area can be specified for an event (i.e. Western US and Southern California respectively)
Separate Role Data Forms - Event Sales Representative vs. Event Manager
Default fee and discount for event for two sales channels (i.e. retail and reseller)
Attendee Counts (Pending, Confirmed, Transferred-In, Transferred-Out, Canceled, Attended, Did Not Attend)
Event Time Zones
Wait list (attendees waiting for an opening)
Invitation lists

Reservation Folders (contain one or more "attendee tickets")
Attendee Ticket (contains enrollments for one or more events)
Event Enrollments (specific event, fees, and discounts)
Enrollment History (original enrollment and attendee event transfers)
Review - Ability to tag a Reservation Folder or Attendee Ticket for review at a later date
Billing (invoice transaction records created)
Many new reports

See staff, facilities, materials and equipment in a calendar view (by day, week month or in a timeline)
Allows advanced filtering of resources by skill set, location, region and more
Save resource search criteria as favorites and reuse for quick search of available resources
Create detailed Event, Staff, Facility and Equipment plans allowing users to track and plan all aspects of these resources
Resource scheduling is an option for events and is not required.
Resource scheduling can be done independent of events

Key codes from marketing campaigns can be captured at the time of registration
Easy creation of SalesLogix groups based on event, attendees or invitations

Tracks Unearned and Earned revenue at the line-item level
Sales taxes can be assigned at the venue level and charged on each invoice
Payments are applied to each Attendee Ticket

Tracks current and prior course offerings
Each event scheduled is linked to a specific course
One course can be scheduled as many times as needed
Handles a list of the course prerequisites
Keep track of all the venue requirements necessary to offer each course
Know which instructors are qualified to present a course

Screen Shots

Requirements

SalesLogix Version 7.01 or newer l
Monitor Resolution of 1024 x 768 or Greater

Licensing

Base System - Single Server/Database System and includes five named users Five User Pack Single User

	Eventix Enrollment SLX is licensed on a named user basis. Every Eventix Enrollment SLX user requires a SalesLogix user license which is purchased separately. However, you only need to purchase Eventix Enrollment SLX licenses for users of the Eventix Enrollment SLX portion of the system as opposed to all SalesLogix users. Every customer must purchase an Eventix Enrollment SLX Base System. If you require more than 5 Eventix Enrollment SLX users, an additional User Add-on Pack must be purchased. Purchase Examples: Customer needs 20 SalesLogix users and 4 Eventix Enrollment SLX users Customer Buys: 20 SalesLogix Licenses + 1 Eventix Enrollment SLX Base System Customer needs 50 SalesLogix users and 14 Eventix Enrollment SLX users Customer Buys: 50 SalesLogix Licenses + 1 Eventix Enrollment SLX Base System + 2 5-User Add-on Pack Customer needs 150 SalesLogix users and 50 Eventix Enrollment SLX users Customer Buys: 150 SalesLogix Licenses + 1 Eventix Enrollment SLX Base System + 1 9-User Add-on Pack Customer needs 300 SalesLogix users and 300 Eventix Enrollment SLX users Customer Buys: 300 SalesLogix Licenses + 1 Eventix Enrollment SLX Base System + 59 5-User Add-on Pack's

Eventix products are sold by our channel partners. Please contact your SalesLogix business partner for a price quote. If you would like a referral to a local Eventix Business partner to work with please contact us.