Event Planner

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==Event Planner Tasks==
==Event Planner Tasks==
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* [[Event Planner: Launching and Logging into Event Planner|Launching and Logging into Event Planner]]
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* [[Event Planner: Logging out of Event Planner|Logging out of Event Planner]]
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===Working with Events===
* [[Event Planner: Creating a New Event|Creating a New Event]]
* [[Event Planner: Creating a New Event|Creating a New Event]]
* [[Event Planner: Searching for Existing Events|Searching for Existing Events]]
* [[Event Planner: Searching for Existing Events|Searching for Existing Events]]
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* [[Event Planner: Creating Cover Letters|Creating Cover Letters]]
 
* [[Event Planner: Searching for Products|Searching for Products]]
* [[Event Planner: Searching for Products|Searching for Products]]
* [[Event Planner: Searching for Abbreviation Codes|Searching for Abbreviation Codes]]
* [[Event Planner: Searching for Abbreviation Codes|Searching for Abbreviation Codes]]
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* [[Event Planner: Configuring the Event Planner Default Settings|Configuring the Event Planner Default Settings]]
 
* [[Event Planner: Editing an Existing Event|Editing an Existing Event]]
* [[Event Planner: Editing an Existing Event|Editing an Existing Event]]
* [[Event Planner: Creating an Event Location|Creating an Event Location]]
* [[Event Planner: Creating an Event Location|Creating an Event Location]]
* [[Event Planner: Editing an Existing Event Location|Editing an Existing Event Location]]
* [[Event Planner: Editing an Existing Event Location|Editing an Existing Event Location]]
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===Working with Proposals==
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* [[Event Planner: Creating Cover Letters|Creating Cover Letters]]
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===Administrative Tasks===
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* [[Event Planner: Launching and Logging into Event Planner|Launching and Logging into Event Planner]]
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* [[Event Planner: Configuring the Event Planner Default Settings|Configuring the Event Planner Default Settings]]
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* [[Event Planner: Logging out of Event Planner|Logging out of Event Planner]]
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* [[Event Planner: Adding Products to a Proposal|Adding Products to a Proposal]]
* [[Event Planner: Adding Products to a Proposal|Adding Products to a Proposal]]
* [[Event Planner: Printing Labels|Printing Labels]]
* [[Event Planner: Printing Labels|Printing Labels]]

Revision as of 11:15, 14 September 2011

Event Planner
Event Planner

Image:ImportantInfoIcon.png

This information is for beta software and is subject to change prior to release.

Event Planner, introduced in FTD Mercury X3 Fall, provides an intuitive way to create event proposals for weddings, parties, or other events. During the proposal creation process, you can add products to the proposal (from your FTD Mercury product list), track rental equipment for the event, print and/or email the proposal to customers, and even print labels to use with products for the event. Once your customer has accepted your proposal, you can quickly turn products from the proposal into tickets in FTD Mercury, which you can then track as with any other tickets. Payments are handled via house accounts; you can either use an existing house account in your FTD Mercury system or create a new one for the event.

Keep in mind that the Event Planner is a proposal creation system; once the proposal is accepted, work is done using familiar processes in FTD Mercury.

Contents

Event Planner Tasks

Working with Events

=Working with Proposals

Administrative Tasks






Event Planner Interface

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