Trade Show Planning Archives - Page 13 of 20

A Few More ExhibitDay Enhancements

We recently made the following Enhancements to ExhibitDay:

Travel Reservation File Attachments

In addition to the reservation invoice, you can now attach any number of files (e.g. itinerary, boarding pass, etc.) to a travel reservation.

Rearranging Travel Reservations

Similar to how ExhibitDay tasks can be rearranged on the task board, you can now re-arrange travel reservations (under the Event [Travel] tab). Use the move-arrows (at the top-right corner) to drag-and-drop reservations into any display order you prefer to see them in.

Note: the functionality for Re-arranging travel reservations is not available on mobile browsers (only available on desktop).

Tracking Connections/Layover Information for flights

We have added new text fields to Flight Reservations in order to track connection information for flights with layovers.

Shipment File Attachments

In addition to the shipment invoice, you can now attach any number of files (e.g. proof of shipment/delivery, etc.) under the Event [Shipments] tab.

“Attach-able” Custom Fields (file upload control)

When you customize the [Info] and the [Booth] tabs for your events, in addition to the standard text fields, you now have the option to add a file upload control as a custom field. The custom file upload control field allows you to attach documents like your “Insurance Contract Document” or “Lead Retrieval File” to your Events.

Once you’ve added a custom File Attachment field to your ExhibitDay Workspace, it will automatically show up in your events as file upload control. You can use the file upload control to attach documents under the Info/Booth tabs.

Attach files to your Trade Shows and Exhibits

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.

Capital Asset Reservation Policy

Trade Show Capital Assets are Fixed Assets (like your Booth, or, your Displays) that get borrowed from storage, and are expected to return back to storage after each trade show.

ExhibitDay‘s default reservation policy prevents you from reserving a Capital Asset if it is already reserved for another event during the same reservation period.

Changing the Reservation Policy for a Capital Asset

In order to change the reservation policy for a given Capital Asset in your ExhibitDay workspace, click on [Manage Assets], then select the Capital Asset you would like to modify. On the Asset view page, click “Reservation Policy” under the extended menu of the tab strip.

Capital Asset Reservation Policies

There are three different Reservation Policies that can be set for a given Capital Asset: Strict, Moderate, and Liberal.

Strict (default policy)

The Asset is available for reservation only on dates when no other reservation is made.
Example: If the Asset is checked out or reserved from Feb 17, 2021, to Feb 21, 2021, no other reservation can be made during those dates (not even on the return date — Feb 21, 2020). The next date asset can be checked out or reserved will be the day after this Asset has been returned to storage — Feb 22, 2021.

Moderate

The Asset is available for reservation on dates when no other reservation is made, plus, the check-out and return date of all reservations (i.e. the asset shows as ‘Available for Reservation’ on the first and last day of a given reservation).
Example: If the Asset is checked out or reserved from Feb 17, 2021, to Feb 21, 2021, no other reservation can be made Feb 18, 2021 – Feb 20, 2021. This allows you to reserve the Asset for another event on the check-out date as well as the return date (e.g. the Asset arrives to storage on the morning of Feb 21, 2021, and gets checked out for another event the afternoon of Feb 21, 2021).

Liberal

No blocked dates — the Asset will always show as “Available for Reservation” (even if other/conflicting reservations exist).
Example: If the Asset is checked out or reserved from Feb 17, 2021, to Feb 21, 2021, the system will allow other reservations to be made during the same time period.

Searching for Your Events + Other ExhibitDay Updates

Based on user feedback, the following enhancements have been made in ExhibitDay.

Search for Events + Recently Viewed

The new Search button (top-right of the menu bar) will pop open a search dialog that allows you to search for your events by name. In this new dialog, you’ll also notice a list of the last few events that you’ve viewed in your ExhibitDay workspace.

Regular (non-cursive) Font for your Notes Fields

If you’d rather not use the default cursive font in the Notes fields (under the Info, Booth, Budget, and ROI tabs), you can now go to your Workspace Settings and disable that option.

Multi-line Custom Fields

ExhibitDay’s Custom Fields have been enhanced to allow for multi-line text.
In order to enable multi-line mode for a Custom Field: go to Workspace Settings > Customize Event Fields. Then, click the pencil icon for the Custom Field you’d like to edit and change it to “Multi-line text field”.

[All] Button for the Event [Playbook] Tab

You can now view the full Event Playbook (prep schedule, event schedule, and the schedule afterward) — all at once. Click the new [All] button under the Playbook tab of any Event to see the full Playbook.

Category: Trade Show Planning