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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.

Trade Show Budget Tracking

Just launched — the ability to track budgets and actual costs for your trade shows and sponsorships in ExhibitDay.

This new enhancement helps you get a better lens into your investments in exhibits and event sponsorships and gives you more clarity when planning for future events.

Like most things in life…

“If you can measure it, you can make it better.”

Event-Specific Budgets

Under the Budget tab of each event, you can now enter the planned budget for the exhibit booth, services, travel reservations, shipments, sponsorships, and other/miscellaneous expenses.

Event Budget Summary

The planned and actual sums are automatically calculated in the top summary section:

Entering Actual Costs

A new “Cost” field has been added for:

Booth Reservation (under the event [Booth] tab)
Booth Services (under the event [Booth] tab)
Travel Reservations (under the event [Travel] tab)
Sponsorships (under the event [Sponsorships] tab)
Other Expenses (under the event [Other/Misc. Expenses] tab

Use the newly added “Cost” field to specify the actual cost for each expense. The costs that you enter get aggregated into the actuals under the event Budget tab.

Annual Budgets

We also added the ability to track annual budgets (for all your trade shows).

Under the annual budgets tab, you can set your overall annual budget for your Exhibits as well as your event Sponsorships. The actual costs are automatically aggregated from the values you enter in the “Cost” fields of all your events for the year.

Access Control

You have the ability to control which users in your ExhibitDay workspace have access to view and update costs as well as budgets.

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