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Complete event management and attendee registration, all in Microsoft Dynamics
CRM!
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- Overview
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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.
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- Features
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- 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
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- 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)
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- 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
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- Key codes from marketing campaigns can be captured at the time of registration
- Copy invitations when creating new
events
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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 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
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- Requirements
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- Microsoft Dynamics CRM Version 4.0 with update 2 or Newer l
- Monitor Resolution of 1024 x 768 or Greater
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- Licensing
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