EventPro Planner Manual

Edit, View and Delete Companies or Contacts

Hide Navigation Pane

Edit, View and Delete Companies or Contacts

 Previous topic Next topic No directory for this topic Expand/collapse all hidden text  

Edit, View and Delete Companies or Contacts

 Previous topic Next topic Topic directory requires JavaScript JavaScript is required for expanding text JavaScript is required for the print function Mail us feedback on this topic.  
Click to expand/collapse textEdit, View or Delete a Single Company or Contact
1.To edit, view or delete a single company or contact, view or select the company or contact in the Companies/Contacts screen.
2.In the Single Company View or Single Contact View, find the appropriate company or contact so that its information is displayed in the tab.
3.If you are in a List-View tab, ensure that the correct company or contact is highlighted in the selection grid.  If not all of the companies or contacts are appearing in the selection grid, click Show All.
4.To edit, view or delete a contact of a company you are viewing in the Single Company View or Company List View, click on the Company Contacts tab in the bottom section of the screen and select the appropriate contact.
5.Click the Edit, View or Delete button to the right of the selection grid containing the company or contact you want to edit, view or delete.  Remember that there may be two sets of these buttons, so ensure you choose the correct one.
6.If necessary, review the instructions under Chapter 1: Overview, Common Functions: Edit, View and Delete Records.
7.If you are editing this contact, but have already assigned this contact to an event as an attendee, you can click Save & Update Attendees. The contact/attendee’s information will also be updated within the event.  Note that all information added for a contact is the same information as that entered for an attendee of an event. The information entered here will show up in the attendee record if this contact is selected as an attendee.
Click to expand/collapse textEdit Multiple Companies or Contacts
1.To edit multiple companies or contacts, find the companies or contacts under the Company List View or Contact List View.
2.You can edit all of the companies or contacts in the view or you can limit the number of records to edit:
a.Multi-Select: Hold down the Ctrl key and click on the companies or contacts you want to edit. A red dot will appear in the far left column of each selected record, and a dot and arrow will appear next to the last-selected record. You will now be able to edit only these selected records in the list.
b.Filter: Set a filter so that only the companies or contacts you want to edit appear in the selection grid. For example, if you only want to edit companies classified as “Hotels”, set a filter so that only those companies appear. To review how to set a filter, see Chapter 1: Overview, Common Functions: Filter Information.
3.After you have selected or filtered the companies or contacts as required, click the Detail Options button to the right of the selection grid and select Multi-Edit.  Make sure to select Detail Options | Multi-Edit if you want to edit multiple companies or contacts.  If you select multiple companies or contacts and click the regular Edit button, you will only edit the last-selected record.

_img121

4.In the Company Multi-Edit or Company Contact Multi-Edit window, enter the new information as required.  Remember that this will edit the information for all of the selected companies or contacts.
5.When you are done click Save.

_img122

6.In the Company Multi-Edit or Company Contact Multi-Edit dialog, choose whether you want to apply the changes to Selected Contacts or Selected Companies, or All (Filtered) Contacts or All (Filtered) Companies (all companies or contacts visible in the selection grid after you set the filter) and click OK.
7.NOTE: In the Company or Contact List View, you can select checkboxes directly on the grid, for example, to classify a contact as inactive or a company as a hotel.  Hold down the Alt key and click on the appropriate checkboxes in the selection grid.
Click to expand/collapse textDelete Multiple Companies or Contacts
1.To delete multiple companies or contacts, find the companies or contacts under the Company List View or Contact List View.
2.You can delete all of the companies or contacts in the view or you can limit the number of records to delete:
a.Multi-Select: Hold down the Ctrl key and click on the companies or contacts you want to delete. A red dot will appear in the far left column of each selected record, and a dot and arrow will appear next to the last-selected record. You will now be able to delete only these selected records in the list.
b.Filter: Set a filter so that only the companies or contacts you want to delete appear in the selection grid. For example, if you only want to delete companies classified as “Hotels”, set a filter so that only those companies appear. To review how to set a filter, see Chapter 1: Overview, Common Functions: Filter Information.
3.After you have selected or filtered the companies or contacts as required, click the Detail Options button to the right of the selection grid and select Multi-Delete.
4.In the Company or Contact Multi-Delete dialog, choose whether you want to delete Selected Contacts or Selected Companies, or All (Filtered) Contacts or All (Filtered) Companies (all contacts or companies visible in the selection grid after you set the filter).  Click OK.
5.The Confirm dialog warns you that you are about to delete the selected records.  Click Yes to continue.