EventPro Planner Manual

Communication Methods

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Communication Methods

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Communication Methods

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Create a list of all the ways in which you interact with customers and other individuals with which you do business.  You can later use these communication methods to classify stored communications, and to create a "Do Not Contact List" for contacts, companies, attendees and exhibitors.

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1.Select Setup | General Lookup Tables from EventPro Planner’s main menu.
2.Select Communication Methods from the drop-down list in the upper left corner.
3.Click the New button to the right.
4.The Communication Method [New] window appears.
5.Type in the Communication Method, e.g. Email, Fax, Phone, etc.
6.Click Save.