Trade Show Management Archives - Page 6 of 11

Tagging Users as Contributors of Tasks, plus, other Enhancements

We just released the following ExhibitDay enhancements.

Task Contributors

You can now tag users as ‘Contributors’ of a task in ExhibitDay. Contributors are members of your team who are in some capacity involved in (or interested in following) a task. By default, tagged Contributors get email notifications when important updates are made to a task they are tagged in (e.g. when the task gets marked as completed or when a comment gets added).

New Email Notifications for Tagged Users

Users that are tagged as Attendees of an event, or tagged in travel reservations and scheduled Playbook items, now get email notifications once they have been tagged. Like all other ExhibitDay notifications, these new notifications can be configured (enabled/disabled) under My Profile & Preferences > Email Preferences.

Exporting the Events Page

You can now export the view on the main events page to a spreadsheet (.csv format).

Note: The export function is available to ExhibitDay Workspaces that are on the Premium plan.

Event Star Ratings, Plus, Other Enhancements

We just released the following ExhibitDay enhancements.

Event Star Ratings

Some events are worth going back to year-after-year; others are not. Some events yield favorable ROI; others do not!

Whatever your team’s take on a given event may be, it can now get reflected in ExhibitDay using the new Star Rating system.

To rate an event, go to the event page and use the stars (at the top right of the screen) to specify a rating (0-3 stars).

On the main Events page, you’ll see each event’s rating next to its name. You can use the events filter (top right corner of the page) to filter out events based on their Star Ratings.

Events Page: Annual Grouping

You can now view a list of your events by year. When viewing your events in List View or Detail View, use the extended menu on top of the Events page tab strip to see an annual grouping of your events.

Events Tab Drop-down

When you are on the main events page or viewing a specific event, you’ll notice a new drop-down menu next to the top Events tab. You can use this drop-down menu as a shortcut for adding a new event, or, seeing a list of your 3 most-recently-viewed events.

Custom Event Participation Types (for Trade Shows that are canceled, postponed, etc.)

In addition to the default event participation types (‘Considering Attending’, ‘Committed’, and ‘Not Going’), you can now add up to 5 additional types to your ExhibitDay Workspace.

To manage custom event statuses, go to Workspace Settings > Customize Event Fields > Customize Event Participation Types.

This new customization is available to ExhibitDay Workspaces under the Premium and Enterprise plans.

5 New ExhibitDay Enhancements

We recently made the following Enhancements to ExhibitDay:

User Content Restrictions (for Team Members and Guests)

You can now restrict access to content for Team Members and Guests in your ExhibitDay Workspace. The following content restrictions are available:

Ability to restrict Team Members and Guests to only have access to their own Events — Events that the user either created, or they are tagged in (as an attendee, or assignee of a task, or travel reservation, etc.).
Ability to restrict access for Team Members and Guests to only have access to their own Travel Reservations (i.e. the Travel Reservations they are tagged in).
Ability to restrict access for Team Members and Guests to only have access to their own Playbook items (i.e. the scheduled items in the Event Playbook that they are tagged in).

To manage Content Restrictions for a Team Member or a Guest, go to Team Workspace > Users & Permissions; then, click on the Team Member or Guest you’d like to edit. Towards the end of the screen (right after the Permissions section), you’ll see the new “Content Restrictions” section where you can manage the user’s restrictions.

Content Restrictions for Team Members and Guests

Asset Search

You can now search for Assets by name (under the [Manage Assets] tab). To find an asset, use the search box on the main Assets page, or, use the “Search Assets” link under the [Manage Assets] tab’s dropdown menu.

Storage Areas

To help identify where things are typically stored, you can now specify “Storage Areas” (areas inside storage locations where assets are typically kept– e.g. “Aisle 1, Bin 3” ). An asset’s Storage Area can be entered by editing the Asset Info (using the [Edit Asset] link on the Asset view page).

Storage Location Point of Contact

You can now assign a Point of Contact (e.g. a Warehouse Manager, or, an Inventory Administrator) to each Storage Location.

Asset Image Zoom

When viewing your assets, if find the images to be a bit too tiny, you can now use the Image Zoom slider to enlarge the images.

Managing Storage Locations for Trade Show Assets

You can manage your Storage Locations for your Assets in ExhibitDay by expanding the [Manage Assets] dropdown menu. On the Storage Locations page, you can add a new Storage Location, or, browse to existing Storage Locations in your ExhibitDay workspace.

Storage Location Details

When you click on any of your existing Storage Locations, you’ll be taken to the Storage Location Details page. On the Details page, you’ll see:

A list of your Capital Assets stored at this location.
A list of your Collateral Transactions involving this location (i.e. all collateral inventory adjustments and event reservations for this location).
Logs – history of all transactions and reservations for this storage location.

You can edit the Storage Location’s name and address using the “Edit Location” link (towards the top of the page).

Storage Location Details - Trade Show Assets

Deleting a Storage Location

You can delete a Storage Location by clicking the [Delete this Location] link on the extended menu of the tab strip (on the Storage Location Details page).

Note: When deleting a Storage Location that has any Capital Asset(s) or Collateral Transaction(s) associated with it, prior to deleting the location, you must choose another location to transfer the associated Capital Asset(s) and Collateral Transaction(s) to.

Category: Trade Show Management