ExhibitDay News and Resources for Event Professionals
Category: Exhibit Management Software
ExhibitDay is the all-in-one Software-as-a-Service solution to track and manage your exhibits. Your trade shows, exhibit booths, travel plans, shipments, event sponsorships, and budgets– all managed in one place.
You can now add Optional Accessories to your Capital Assets in ExhibitDay.
Optional Accessories are supplemental add-on items that can be optionally requested when reserving a Capital Asset. The person making the reservation can specify the quantity for each Optional Accessory (depending on the specific nature of the reservation).
Example: If the Asset is a Laptop Computer, the Optional Accessories could be a Carry-on Case, a Mouse, a Keyboard, or a Power Adapter; when a user reserves the Laptop, they may specify (1) Keyboard, and (2) Power Adapters to be included.
Adding Optional Accessories to Capital Assets
Optional Accessories for a Capital Asset can be configured from the Asset Edit page (in the Manage Assets area).
The Maximum Quantity (that can be requested)
The Maximum Quantity (that can be requested) is the maximum number of units of an Optional Accessory that can be specified (by the person making the reservation) when reserving the underlying Asset.
Example: If the Asset is a Laptop Computer and the Optional Accessory is a Power Adapter, and you want users to be able to request a maximum of only 2 Power Adapters when reserving the Laptop, then set the value of its Maximum Quantity to 2.
The Default Quantity
The Default Quantity is the quantity (of the Optional Accessory) that is selected by default when making a new reservation for the underlying Asset.
Example: If the Asset is a Laptop Computer and the Optional Accessory is a Power Adapter with a Default Quantity of (1), whenever a new reservation for the Laptop Computer is made, by default the system will select (1) as the quantity for the Power Adapter. The user making the reservation may choose to change that quantity (depending on the specific nature of that reservation).
Note: If you don’t want to set a Default Quantity (i.e. you want the person reserving the underlying Asset to decide how many units of this Accessory they want to include in the reservation), then enter 0 for the Default Quantity.
The Availability Status
The Availability Status of an Optional Accessory determines whether or not the Accessory is available when making new reservations for the underlying Asset.
If the Availability Status is set to ‘Active/Available’, then the Optional Accessory is included in the list of selectable Accessories.
If the Availability Status is changed to ‘Temporarily Unavailable’, then the Optional Accessory will not be included in the list of selectable Accessories (for any new reservations of the underlying Asset).
Requesting Optional Accessories when Making a Reservation
If a Capital Asset has Optional Accessories configured, the Asset Reservation screen will allow the user to select the quantity for each Optional Accessory they would like to add-on to the reservation.
Optional Accessories in the Inventory Pull Sheet
If a reservation for a Capital Asset has Optional Accessories specified, the Requested Accessories will be listed on the Pull Sheet.
An Optional Accessory cannot be reserved by itself; it is something that can be optionally added-on only when reserving the underlying Asset.
Optional Accessories are not tracked like Assets; the system does not keep track of the status, the storage location, or inventory levels (available quantities) of Optional Accessories. It is assumed that there is typically sufficient inventory available in storage to fulfill the requested number of Optional Accessories for a given reservation. If tracking the status and inventory levels of an item are required, that item should be entered as its own stand-alone Asset.
‘Required parts’ of an Asset should not be entered as Optional Accessories. For example, if the Asset is a Booth, and its parts always consist of Frames/Panels/Rolling Case/Lights (which collectively make up the Asset), do not enter these parts as Optional Accessories; the required parts can be specified in the ‘Pull Notes’ textbox (when Editing the Asset Information).
As an Admin of your ExhibitDay Workspace, you can now Impersonate (Log-in As) other Team Members and Guests in your ExhibitDay Workspace.
Use the “Impersonate” link under the Edit menu next to a Team Member or a Guest in your Workspace to log-in as them (under Workspace Settings > Users & Permissions).
The ability to Impersonate is only offered to ExhibitDay Workspaces that are on the Enterprise plan. If you wish to enable this feature, please contact us about setting up a custom Enterprise engagement with your organization.
You can now view your list of events in ExhibitDay in a customizable grid format.
Use View Preferences drop-down (top-right corner of the main Events page) to switch to the Expert Grid view.
Customizing the Grid
You can customize the Expert Grid to show the majority of the built-in event fields as well as any custom fields you may have configured under the Event [Info] and [Booth] tabs. The grid columns are sortable, filterable, groupable, and resizable.
Adding Columns to the Grid
You can add additional columns to the grid using the drop-down menu from any of the column headers. The new columns that you add appear in the right (unlocked) section of the grid.
Pro tip: In addition to the built-in ExhibitDay Event fields, you can add any custom fields you have configured under the Event [Info] and [Booth] tab.
You can change the position of a column by click-and-dragging the column’s header.
You can resize a column by click-and-dragging its right border.
Locked columns are frozen columns on the left section of the grid. Locked columns stay frozen on the screen as you scroll to the right section of the grid to view the remaining/unlocked columns.
How to Lock a Column
You can lock an unlocked column by either:
Click-and-dragging the column header into the left header section, or,
Using the column header drop-down menu.
Advanced Options (Filtering and Grouping)
You can filter your list of events using the filter button located on the top-right corner of the main events page. These filters are the most commonly used filters and cover the majority of use-cases. If you wish to enable additional filters on the grid, you can enable column-level filtering (and grouping) under the grid’s Advanced Options (accessible from the grid settings menu located at the top-right corner of the grid).
You can view the grid in Full-Screen mode using the full screen toggle button (located at the top-right corner of the grid).
By default, the grid is paginated by groups of 50 events per page. You can use the navigation controls at the bottom of the grid to change the default page size and navigate through the pages.
Resetting the Grid Layout Back to Default Settings
For your convenience, ExhibitDay automatically saves the layout changes you make to the grid (e.g. when you add/lock/resize columns) so that the grid looks the same whenever you come back to it. You can reset the grid back to its original/default settings from the grid settings menu (located at the top-right corner of the grid).
Grouping Events by Month and Participation Status
Make sure Grouping is enabled in your Grid Settings.