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Client / Prospect Event Files
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There were 44 articles found in this category:
 Where can I find the location to add / edit a prospect's / client's address?
Open a client / prospect folder. Click "Client" tab. Click "i" button. Locate "Mailing Address" or "Billing Address" sections. Enter or edit appropriate address fields. Click "Save" button.
- How do I / Can I receive faxes in Gigbuilder?
Only sending faxes is supported at this time. See "How do I fax a client / prospect / venue of a prospect / client?" for instructions on faxing clients / prospects / venues.
- I am not getting a cumulative total of the options under pricing summary.
This is a common situation that is simply over looked when selecting the option. Check to ensure that you have entered a quantity in the "Quan" column. Often, it has been found that a quantity of "0" has been entered.
- How do I duplicate a gig/event?
Open a client / prospect folder. Click "Duplicate" button. Select new date from drop-down box. Select the number of repeat(s) from the drop-down box. Click "Creat Event(s)" button. Suggestion: Set automated procedure for the status of duplicated events. See: Setup > Gigbuilder System ...
- How do I get my event "next action" (return calls, mail information etc.) to show up on the calendar?
The calendar will not show event "next actions". They will only be displayed on the Home/Dashboard page or under Event Planning > Reminders > Next Actions.
- Post Tab
Event File : Post Tab Fig. A See Fig. A above. This is the post tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Completion Date: Estimated Compl ...
- Music Tab
Event File : Music Tab Fig. A See Fig. A above. This is the music tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Guest Request System: Post Log ...
- Contacts Tab
Event File : Contacts Tab Fig. A See Fig. A above. This is the contacts tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Vendor Information: Vend ...
- Other Tab
Event File : Other Tab Fig. A See Fig. A above. This is the other tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Age of Guests: Children (12 & ...
- Accounting Tab
Event File : Accounting Tab Fig. A See Fig. A above. This is the accounting tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Payments: This is th ...
- Pricing Tab
Event File : Pricing Tab Fig. A See Fig. A above. This is the pricing tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Package Cost: This is the ...
- Paperwork Tab
Event File : Paperwork Tab Fig. A See Fig. A above. This is the paperwork tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Primary Planning Form: ...
- Resources Tab
Event File : Resources Tab Fig. A See Fig. A above. This is the resources tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Employee Assignment: N ...
- Venues Tab
Event File : Venues Tab Fig. A See Fig. A above. This is the venues tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Primary Venue: <change> ...
- Client Tab
Event File : Client Tab Fig. A See Fig. A above. This is the client tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Primary Client: <change&g ...
- Details Tab
Event File : Details Tab Fig. A See Fig. A above. This is the details tab of the new event creation page. It is also part of the event file, which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Event Details: Event Name ...
- Summary Tab
Event File : Summary Tab Fig. A See Fig. A above. This is the summary tab of the new event creation page. It is also part of the event file (event worksheet), which can be edited, that is referred to throughout the Gigbuilder FAQs. The following sections are displayed on this page: Event Sta ...
- What is the "Event Name" field for in a prospect / client folder?
Open a client / prospect folder. Click the "Details" tab. Click the "Edit" button. Under the event name use the last name(s) of client and the type of event. Example, for a Bride & Groom use Smith/Blair Reception. So on the home page it will say Smith/Blair Reception. If left blank it pulls t ...
- How do I print any paperwork for a client / prospect?
Open a client / prospect folder. Click "Paperwork" tab. Click "Edit" button. Locate "Primary Planning Form", "Event Timeline", "Contract", and "Additional Paperwork" sections. Select worksheet, timeline, contract, and additional paperwork from drop-down boxes that you wish to print. Click " ...
- Why can't I see any paperwork under the additional paperwork section?
Setup > Paperwork > Documents - Locate the document you want to view. Confirm that at least "admin" appears in the "Visibility" column. Skip next step if "admin" has been confirmed. Click open a document. Locate "Visibility" section. Check "Administrator" for admins to see. Check "E ...
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