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Covers renaming fields, rearranging and removing on-screen elements, defining globally required or conditionally required fields, and creating dynamic one-click email templates. Explains how to retrieve saved email templates and configure global settings that reduce repetitive data-entry work across events and among colleagues. Includes structured unit navigation, objectives, and specific setup steps for customizing the program’s 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can field names be customized in Advanced Event Manager Tools?","Question",{"text":109,"@type":110},"Fields can be renamed through the program’s Global Settings by editing names in the General, Financials, or Events category fields, then confirming the change.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What are available settings and how do they help data entry?",{"text":114,"@type":110},"Available settings define configurable fields such as client/organization, party name, sales representative, reference, loyalty number, required items, gratuity, service charge, taxes, event value, and sub-event options to streamline event setup.",{"name":116,"@type":107,"acceptedAnswer":117},"How are one-click email templates created and used?",{"text":118,"@type":110},"Dynamic one-click email templates are created to automate email actions tied to event workflows, and saved templates can be retrieved later for reuse.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},379711,1791724277,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},962085570644,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Training Guide  \nAdvanced Event Manager Tools  \nAdvanced Event Manager Tools  \n© Copyright 2014  \nUnit 1: Advanced Customization Features  4  \nCustomizing Field Names  4  \nAvailable Settings  5  \nAdding or Removing General Fields from the Screen  7  \nAdding or Removing Client and Financials Details  8  \nMaking Fields Generally Required  8  \nMaking Fields Conditionally Required  10  \nCreating Dynamic, One-Click Email Templates  11  \nRetrieving a Saved Email Template  14  \nUnit 2: Advanced General Event Features  16  \nCreating an Event Default Checklist  18  \nCreating an Auto-Checklist for New Events  20  \nAdding an Auto-Checklist into an Event  22  \nSetting up Scheduled Items  23  \nSelecting Scheduled Items  25  \nAdding a Related File to an Event  28  \nScheduling an Event Deposit  29  \nMaking Payment on a Scheduled Deposit  30  \nAdding Scheduled Event Deposits  32  \nCreating a Conditional Deposit Schedule  33  \nSetting the Program to Update Deposits Due Automatically  34  \nAdding a New Markup Schedule  39  \nAssigning a Default Markup Schedule to an Account  40  \nAssigning a Default Markup Schedule to a Site Location  41  \nDisplaying the Base Price Markup Field  41  \nUnit 3: Establishing Global Settings  43  \nUnit 4: Advanced Menu Features  54  \nCustomizing the Food/Service Grid  54  \nUsing the Expanded Grid Mode  55  \nFields Available in the Food/Service Grid  56  \nUsing Special Editing Options  57  \nInserting Page Breaks  59  \nEstablishing a Menu Item as Hidden  59  \nAllowing Item Hiding on a Print  60  \nLinking Quantity to Guest Count  61  \nLinking Sub-Event Guest Count to General Guest Counts  61  \nBatch Processing Menu Items  62  \nAdvanced Customization Features  \nUnit 1: Advanced Customization Features  \nWhat you see in different areas of Caterease is largely up to you. You may customize your screen display by renaming fields, rearranging existing fields, removing fields, and creating your own user-defined fields.  \nAdditionally, there are several default settings you can establish to assist you in your data entry. For example, you can designate certain fields as \"required\" in order to save/book an event. Or you can establish various Global Settings so that certain common details default automatically whenever you create anew event.  \nThis guide, while it does not discuss every possible opportunity for you to customize your Caterease program, it does discuss the importance of establishing various global settings for how your program behaves. These settings are for use among you and your colleagues, and, when implemented, will drastically decrease your time spent performing data-entry tasks. Additionally, this guide covers how to modify settings on-the-fly, on an event-by-event basis, to afford you the utmost in flexibility.  \nObjectives:  \nUpon completing this unit, you will be able to:  \nl Customize names offields.  \nl Customize your screen display.  \nl Establish required fields.  \nl Create custom e-mail attachment lists.  \nl Create e-mail templates.  \nRenaming Fields  \nIf you do not like the term \"Sub-Event,\" or if you'd rather use the field \"Category\" to track some specific piece of information, either of these can be renamed through your program's Global Settings. Various fields throughout your program can be renamed using the steps below.  \nCustomizing Field Names  \n3. Click into the General, Financials, or Events category fields and type a new name as desired.  \n4. When finished, click OK.  \nResult: A notification message appears.  \nNote: Changes will take effect throughout the program anywhere these terms are found.  \nNote: Click the Reset Names button at the top right-hand side ofthe window to restore all fields back to their defaults.  \n5. Click OK on the notification message .  \nResult: The window closes andyour changes are saved.  \nAvailable Settings  \n\n| Setting | Description |\n| --- | --- |\n| Client/Organization | This is a field on the General tab in Event Manager which identifies the name of the customer hol","cbCaielZzyIYSgYP","https://ap.wps.com/l/cbCaielZzyIYSgYP","pdf",5497575,65,"English","# Unit 1: Advanced Customization Features\n## Customizing Field Names\n## Available Settings\n## Making Fields Generally Required\n## Making Fields Conditionally Required\n## Creating Dynamic, One-Click Email Templates\n## Retrieving a Saved Email Template","[{\"question\":\"How can field names be customized in Advanced Event Manager Tools?\",\"answer\":\"Fields can be renamed through the program’s Global Settings by editing names in the General, Financials, or Events category fields, then confirming the change.\"},{\"question\":\"What are available settings and how do they help data entry?\",\"answer\":\"Available settings define configurable fields such as client/organization, party name, sales representative, reference, loyalty number, required items, gratuity, service charge, taxes, event value, and sub-event options to streamline event setup.\"},{\"question\":\"How are one-click email templates created and used?\",\"answer\":\"Dynamic one-click email templates are created to automate email actions tied to event workflows, and saved templates can be retrieved later for reuse.\"}]","Advanced Event Manager Tools - Unit 1 - Advanced Customization Features | PDF",1790237210,23]