Event Planner
From FloristWiki
(Difference between revisions)
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==Event Planner Tasks== | ==Event Planner Tasks== | ||
| - | * Logging into Event Planner | + | * [[Event Planner: Logging into Event Planner|Logging into Event Planner]] |
| - | * Creating a New Event | + | * [[Event Planner: Creating a New Event|Creating a New Event]] |
| - | * Searching for Existing Events | + | * [[Event Planner: Searching for Existing Events|Searching for Existing Events]] |
| - | * Creating Cover Letters | + | * [[Event Planner: Creating Cover Letters|Creating Cover Letters]] |
| - | * Sending Proposals | + | * [[Event Planner: Sending Proposals|Sending Proposals]] |
| - | * Searching for Products | + | * [[Event Planner: Searching for Products|Searching for Products]] |
| - | * Searching for Abbreviation Codes | + | * [[Event Planner: Searching for Abbreviation Codes|Searching for Abbreviation Codes]] |
| - | * Configuring the Event Planner Default Settings | + | * [[Event Planner: Configuring the Event Planner Default Settings|Configuring the Event Planner Default Settings]] |
| - | * Editing an Existing Event | + | * [[Event Planner: Editing an Existing Event|Editing an Existing Event]] |
| - | * Creating an Event Location | + | * [[Event Planner: Creating an Event Location|Creating an Event Location]] |
| - | * Editing an Existing Event Location | + | * [[Event Planner: Editing an Existing Event Location|Editing an Existing Event Location]] |
| - | * Adding Products to a Proposal | + | * [[Event Planner: Adding Products to a Proposal|Adding Products to a Proposal]] |
| - | * Printing Labels | + | * [[Event Planner: Printing Labels|Printing Labels]] |
| - | * Accepting Proposals | + | * [[Event Planner: Accepting Proposals|Accepting Proposals]] |
| - | * Rejecting Proposals | + | * [[Event Planner: Rejecting Proposals|Rejecting Proposals]] |
| - | * Deleting Events | + | * [[Event Planner: Deleting Events|Deleting Events]] |
| - | * Printing Proposals | + | * [[Event Planner: Printing Proposals|Printing Proposals]] |
| - | * Emailing Proposals | + | * [[Event Planner: Emailing Proposals|Emailing Proposals]] |
| - | * Converting Proposals into Orders | + | * [[Event Planner: Converting Proposals into Orders|Converting Proposals into Orders]] |
| - | * House Accounts and Event Planner | + | * [[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]] |
| - | * Viewing Proposals | + | * [[Event Planner: Viewing Proposals|Viewing Proposals]] |
| - | * Copying Events | + | * [[Event Planner: Copying Events|Copying Events]] |
| - | * Viewing Event Life Cycle Details | + | * [[Event Planner: Viewing Event Life Cycle Details|Viewing Event Life Cycle Details]] |
| - | * Viewing Proposal Status | + | * [[Event Planner: Viewing Proposal Status|Viewing Proposal Status]] |
| - | * Working with Rental Equipment | + | * [[Event Planner: Working with Rental Equipment|Working with Rental Equipment]] |
* Window Function Access | * Window Function Access | ||
* Customer Status in Customer Maintenance | * Customer Status in Customer Maintenance | ||
Revision as of 10:48, 22 August 2011
This information is for beta software and is subject to change prior to release.
Event Planner Tasks
- Logging into Event Planner
- Creating a New Event
- Searching for Existing Events
- Creating Cover Letters
- Sending Proposals
- Searching for Products
- Searching for Abbreviation Codes
- Configuring the Event Planner Default Settings
- Editing an Existing Event
- Creating an Event Location
- Editing an Existing Event Location
- Adding Products to a Proposal
- Printing Labels
- Accepting Proposals
- Rejecting Proposals
- Deleting Events
- Printing Proposals
- Emailing Proposals
- Converting Proposals into Orders
- House Accounts and Event Planner
- Viewing Proposals
- Copying Events
- Viewing Event Life Cycle Details
- Viewing Proposal Status
- Working with Rental Equipment
- Window Function Access
- Customer Status in Customer Maintenance
- ROA & Event Planner
Event Planner Interface
- Login Screen
- Event Dashboard
- Event Setup Screen
- Cover Letters Screen
- Default Settings Screen
- Product Search Screen
- Abbreviation Code Screen
- Locations Screen
- Personal Flowers Screen
- Ceremony Screen
- Reception Screen
- Party or Other Screen
- Proposal Screen
- Print Labels Screen
- Send Proposals Screen
- Customer Search Screen
- Proposals
