Event Manager Release Archive

Event Form Enhancements: Form Settings

Navigation: Dashboard > Settings > Event Request Forms > Edit > Form Settings

 

This enhancement is a part of our strategy to improve the event form. We have improved the look and feel of the Event Form Settings page and made changes to the user interface. Users with edit rights experience that the text is more readable.

 

The following changes are made under this enhancement:

 

• In the Terms and Conditions section, the Enabling this option will make this option required before users can submit each event toggle is introduced. Turning this toggle on makes it mandatory to select the terms and conditions check box (at the bottom of the event form) before it can be submitted for approval.
  

• You can manually enter the text for terms and conditions and format it using a WYSIWYG editor that is introduced. Formatting options such as Bold, Italics, Underline, Bulleted and Numbered list are made available.

• You can enter a link to the Terms and Conditions by clicking the icon next to the option for numbered list.
  

• A text box is provided in the Form Header and Thank You Message sections respectively for entering the text. At the bottom right corner, the three lines can be dragged to increase the size of the text box.
  

• In the Logo section, multiple options for selecting the logo are provided as shown below.

  • Use the default site logo

  • Upload from library

  • Upload a logo image file

  • Paste a link in the provided text box

• In the Display Pending Events section, the Turning this on will allow all Requesters to see pending events when submitting their event request toggle is introduced. When this is turned on, a requester receives a notification on the page prior to submitting the event about all pending events on the date and the location in which they are trying to submit the event.
  

NOTE  For more information, click here.

Configuring Notification Settings on Behalf of Users

Navigation: Dashboard > Settings > Users and Roles > Users > View / Edit Account

 

Users with tenant admin or user and role management permission are empowered to configure notification settings for individual users. To implement this enhancement, on the Account Details popup, the Notifications tab is introduced.

 

To enable or disable specific notifications, tenant administrators can turn the toggles on / off and select or clear the respective check box. The changes are effective immediately. This enhancement enables you to control the flow of information to different users by enabling or disabling specific notification types.

For more information, click here.

Enhanced Location Selection for Packages Section

Navigation: Settings > Invoice Settings > Packages

 

On the Invoice Settings page, the packages section is enhanced to provide consistency is location selection and improve performance across the platform.

 

The aim of this enhancement is to improve user experience. System responsiveness has increased and is visible to customers using a greater number of locations. The location selector is also used consistently across the entire application. For more details, click here.

 

Tracking Email History in Event Manager Application

Event Manager is enhanced to maintain a log of all emails that are sent. Admins can view or sort these emails on the basis of date range, subject, and email address of the receiver.

 

Benefit: This is expected to provide transparency in email history.

 

On the Settings page, under the Global Administration tile, the Email Settings option is added. This option is available only for tenant administrators. For more details, click here.

 

Added a New Filter Option for Reports

Under this enhancement, a new filter option Next_Days is introduced. This filter is added to the Reporting Period category and is available on the Edit Report Template page. The filter is made available for all reports in Event Manager.

 

This enhancement makes it easier to filter the reports as you can specify the number of days for which they want to see the data. The filter accepts only positive integers and can take a maximum of three characters as input.

For more details, click here.

 

Increased Number of Rows Per List on Specific Pages

Event Manager is enhanced to create lists containing 20 rows up from 8 rows. When a page is displayed, you see a maximum of 20 rows instead of 8 at once. To see more rows, you have to click the arrow icon to see the next page. This is expected to bring relief to users who need to do fewer clicks to find the right information.

 

This change applies to the following pages:

• Events List

• Pending Events

• Aggregated List

• Invoice List

• Payment List

• Tasks

Added the Option to Review Event Details Before Editing

Under this enhancement, the Events List page is enhanced by extending the Review Event functionality that is already available for Pending events. This is aimed at bringing consistency and enabling customers to quickly review the events without making changes.

 

On the user interface, the Review Event option is added to the Actions dropdown list (also available in quick view). Selecting this option opens the event form in read-only mode. To make edits in read-only mode, from the left pane under Actions, select the Edit Event option. For more information click here.

 

NOTE  This functionality covers both individual events as well as events created in a series.

Added the Ability to Associate a Feature with a Fee

Event Manager is enhanced to enable you to select features that have a fee associated with them at the time of creating an event. This provides transparency to the requester about the actual cost of the event. It also helps in generating revenue. The effort involved in invoicing the event is expected to be greatly reduced.

 

There are user interface changes related to this enhancement. The admin user is empowered to define the fee, fee type, and capacity related to the feature. To learn about the fields added to the popup for adding or editing a feature, click here.

 

The Event Manager application displays the estimated cost for holding an event. When you select the quantity related to a feature the cost estimate changes in real time. To learn more about this enhancement, click here.

Option to Remove Organization Name from Community Event Forms

The system is enhanced to configure providing the organization name on the Community Event form as mandatory or optional. It is also possible to hide it on the form.

 

Benefits

This change will have a positive impact on user participation and a number of requestors who reserve spaces for one-off events, such as a birthday, or a wedding will benefit. They no longer need to go through the complex process of associating with an organization before they can submit event requests on the Community site.

 

The community site settings must be updated and the Allow Public Event Submission check box is introduced. For detailed steps, click here.

 

On the Community Event request form, clear the Required check box to make the Organization name optional and select the Hide check box to remove it from the form altogether. For more information, click here.