Eventix Event Management MSD


	Complete event management and attendee registration, all in Microsoft Dynamics CRM 2011!

		Available for On-line, Hosted, and On-Premise Use

Overview

Putting the power of Microsoft Dynamics CRM and Eventix Event Management MSD together means that you can store all your Account, Contact, Opportunity, Event, and Attendee information in one database. No longer will you have to do double data entry to maintain your information.

Eventix Event Management MSD 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 Capacity plus related events.

Tasks such as printing name tags and sign-in sheets that are a real pain and take up a lot of your 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.

Your accounting department will love the detail of information we track about events, fees, discounts, earned revenue, payments and so much more.

If you need a number of additional features to fit your business process, no problem. Eventix Event Management MSD is completely customizable.

Features

Event creation is made easy using the Event Copy wizard. Create once. Copy many.
Finding an event is easy using search by Event Name, Location, Event Number, or Date
Multiple Event Capacity Attendee Counts per Event
Checklist (list of tasks that need to be completed for the event)
Assignment of an event coordinator to an event
Related Sub-Events (Parent/Child hierarchy)
Region and Metro Area can be specified for an event (i.e. Western US and
Southern California respectively Or NSW and Sydney, etc)
Separate Roles for Event Registration Staff vs. Event Managers
Default fee and discount for event for two sales channels (i.e. retail and reseller)
Multiple Attendee Counts (Pending, Confirmed, Transferred-In, Transferred-Out, Canceled, Attended, Did Not Attend, and more)
Time Zones can be assigned to events
Event Waiting list (attendees waiting for an opening)
Event Invitation lists

Easy Registration with built in Wizard
Registration Record can contain one or more "attendee tickets"
Attendee Ticket (contains enrollments for one or more events)
Event Enrollments (specific Event, fees, and discounts)
Enrollment History
Billing (invoice transaction records created)

Use the included web page templates to create your own web registration
Review and link web registration contacts and accounts to prevent duplicate data in your system

Key codes from marketing campaigns can be captured at the time of registration
Copy invitations when creating new events

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 can be linked to a specific course
One course can be scheduled as many times as needed
Handles a list of the course perquisites
Keep track of all the venue requirements necessary to offer each course
Maintain the course outline including detail items
Specify the labs that will be included in the course
List all the learning objectives that will be covered
Know which instructors are qualified to present a course

Requirements

Microsoft Dynamics CRM Version 4.0 with update 2 or Newer l
Monitor Resolution of 1024 x 768 or Greater

Licensing

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

	Eventix Event Management MSD is licensed on a named user basis. Every Eventix Event Management MSD user requires a CRM user license which is purchased separately. However, you only need to purchase Eventix Event Management MSD licenses for users of the Eventix Event Management MSD portion of the system as opposed to all CRM users. Every customer must purchase an Eventix Event Management MSD Base System. If you require more than 3 Eventix Event Management MSD users, an additional User Add-on Pack must be purchased. Purchase Examples: Customer needs 20 CRM users and 4 Eventix Event Management MSD users Customer Buys: 20 CRM Licenses + 1 Eventix Event Management MSD Base System + 1 single user Customer needs 50 CRM users and 14 Eventix Event Management MSD users Customer Buys: 50 CRM Licenses + 1 Eventix Event Management MSD Base System + 2 5-User Add-on Pack + 1 single user Customer needs 150 CRM users and 50 Eventix Event Management MSD users Customer Buys: 150 CRM Licenses + 1 Eventix Event Management MSD Base System + 9 5-User Add-on Pack + 2 single user Customer needs 300 CRM users and 300 Eventix Event Management MSD users Customer Buys: 300 CRM Licenses + 1 Eventix Event Management MSD Base System + 59 5-User Add-on Pack's + 2 single user

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