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Complete event management and resource scheduling, all in SalesLogix!
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- Overview
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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.
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- Features
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- 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
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- 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
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- 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
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- Key codes from marketing campaigns can be captured at the time of registration
- Easy
creation of SalesLogix groups based on event, attendees or
invitations
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- 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
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- 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
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- Screen Shots
- Requirements
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- SalesLogix Version 7.01 or newer l
- Monitor Resolution of 1024 x 768 or Greater
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- Licensing
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