Rich Text Editor for Event Fields

Rich text editing is now available for the following fields in ExhibitDay:

Event Notes, Booth Notes, Multi-line Custom Fields, Booth Service Notes, Travel Reservation Notes, Shipment Notes, Sponsorship Notes, Misc/Other Expense Notes, Budget/ROI Notes, Playbook Item Details, Task Details, Asset Descriptions, and Asset Pull Notes.

The new rich text editor provides the ability to add hyperlinks, boldface font, underline, italics, supper/sub-script, and bullet lists.

WYSIWYG Rich Text Editor Event Notes

More Attachments!

You can now attach any number of files to Tasks, Sponsorships, Playbook Scheduled Items, and Booth Services in ExhibitDay.

Add Attachment

To attach files, simply click the [Add Attachment] button when you’re adding or updating Tasks, Sponsorships, Playbook Items, or Booth Services in ExhibitDay.

Sign up for a free ExhibitDay account to plan your trade shows and collaborate on tasks with your event team.

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.

Trade Show Trade Reservation Attachment

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.

Rearrange Travel Reservations

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.

Flight Layover Connection Information

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.

Shipment File Attachment
Shipment File Attachment

“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.

Custom File Upload Control

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

Sign up for a free ExhibitDay account to plan your trade shows and collaborate on tasks with your event team.

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.

Search Trade Show Assets

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).

Asset Storage Area

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.

Asset Image Zoom

Sign up for a free ExhibitDay account to plan your trade shows and collaborate on tasks with your event team.

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 Locations for Trade Show Assets

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.

Delete Asset Storage Location

Sign up for a free ExhibitDay account to plan your trade shows and manage your trade show assets.