SEMINAR PRO INTRODUCTION Version 2016r1 …...SEMINAR PRO INTRODUCTION Version 2016r1 First Steps...
Transcript of SEMINAR PRO INTRODUCTION Version 2016r1 …...SEMINAR PRO INTRODUCTION Version 2016r1 First Steps...
SEMINARPRO INTRODUCTION Version2016r1
FirstStepswithSeminarPro 02.11.1613:50 1
SeminarPro:MainScreen
SEMINARPRO INTRODUCTION Version2016r1
FirstStepswithSeminarPro 02.11.1613:50 2
EditingRecordsToaddanewrecordClickonthe+signonthetoolbarTodeleteaselectedrecordClickonthe–signonthetoolbarToeditanexistingrecordClickdirectlyontoafieldorclickonthepencilonthetoolbarTosaveaneworupdatedrecordHittheCmd+Skeys,orclickonthesaveicononthetoolbar,orchoosemenuEdit->SaveNote:Whileinedit-mode,youcannotdraganydatafromortothe(grayed-out)panels.
SEMINARPRO INTRODUCTION Version2016r1
FirstStepswithSeminarPro 02.11.1613:50 3
AddingnewtagsTagsareusedtoorganizeyourrecords.Youdragatagontoarecord(orvice-versa)andthenyoucanselectalllinkedrecordsbyselectingataginthenavigationpanel.Toaddanewtag:1.) Right-clickontoanexistingtag or
Right-clickonemptyspacewithinthenavigationpanel.2.) Select"New"fromthecontext-menuTip:Right-clickontoanexistingrecord,toaddanewtagasachildofit.
Un-select"Addaschild"ifyouwanttoaddanewtop-leveltagtothenavigationpanel.Tip:Dragatagfromthenavigationpaneltothelinkbox,ifyouwishtouseitfrequently.
SEMINARPRO INTRODUCTION Version2016r1
FirstStepswithSeminarPro 02.11.1613:50 4
HowtotagarecordClickanddragatagfromthenavigationpaneltothedatabox.Thetagwillbelinkedtotheselectedrecordsofalist,ortoallrecordswhenthereisnoselectionatall.Indetail-viewonlythedisplayedrecordwillbelinked
Youcanalsodragarecordfromdataboxtoataginthenavigation-panel.
Startdraggingfromthe(blue)backgroundofthedatabox.
SEMINARPRO INTRODUCTION Version2016r1
FirstStepswithSeminarPro 02.11.1613:50 5
AddingdatatothelinkboxRecordswhicharefrequentlyused,canbedraggedtothelinkbox.Clickontheiconofarecordinthelinkbox,toopenitintheregistrationwindowwithalllinkedrecords.Tip:Dragaseminarrecordtothelinkboxandactivatethecheckboxtokeepitthere.Thisisashortcutforquick-accesstoseminarsandotherrecords.Tip:Clickontheiconofaseminarinthelinkbox(astarindicatesaseminar)andyouwillseeallitsregistrations.Tip:Double-clickonthetitleofaseminarinthelinkboxanditwillbeloadedwithallitsdetailsintothedatabox.Note:Youcandragtagsfromthenavigationpanelorlinkedrecordsfromthelinkeddatapanelbelowofthedatabox.
SEMINARPRO INTRODUCTION Version2016r1
FirstStepswithSeminarPro 02.11.1613:50 6
RegisterseminarparticipantsInordertoregisterpersonswithseminars,youselectmenuEdit->Register(orhitthe⌘+Rkeys)oryouclickontheLinkbuttonofthetoolbar.
SEMINARPRO INTRODUCTION Version2016r1
FirstStepswithSeminarPro 02.11.1613:50 7
DisplayingaddressdetailsduringaregistrationIntheregistration(link)window,clickaniconofanaddresstoseedetailinformation.
Addingindividualtexttoaninvoice/(confirmationletterSelecttheINVOICETEXTtab,ifyouwishtoaddsomeindividualtexttoaninvoice.Forinstanceifyouhavesomespecialarrangementsforaparticipant,youcanaddaconfirmationnotehere.
KeeptrackofpaymentsSelectthePAYMENTtabtoregisterpaymentsofaparticipant.UnderLastpayment,youaddatitleorthewaythepaymentwasmade,thepaymentdateandtheamountpaid.ThenyouclickontheADDPAYMENTbutton.SelectapaymentinthelistandclickontheREMOVEbutton,ifyouwishtodeletethatpayment.ClickonRecalculateafterthis.
SEMINARPRO INTRODUCTION Version2016r1
FirstStepswithSeminarPro 02.11.1613:50 8
SendinvoiceandconfirmationbyemailSelecttheFILEStabtosendageneratedfilebyemail.SelectthefileyouwishtosendandclicktheSendbutton.
Verifythetextandtheemail-addressesandthenhittheSendbutton.NOTE:Youcanremoveanyattachmentfilebyright-clickingitandchosing"Removeselectedattachment"
SEMINARPRO INTRODUCTION Version2016r1
FirstStepswithSeminarPro 02.11.1613:50 9
Printaparticipantslist
Selectaseminarinthedataboxandfromthecontextmenu(right-clickontherecord)youchose:PrintwithExcel->InvoiceList
Printaseminarinvoice/confirmationwithWordWeselectanexistingregistrationinthelinkwindow:
1. Searchandselectanaddress2. HitCmd+L(MenuEdit->ShowRegistrations)3. Selectaseminarfromthebookedseminarlist4. ClickthebuttonCREATEandselect"WordInvoice"1. Ifasked"Doyouwishtocreateanewinvoice"thenchose:
"UseExisting"