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SEMINAR PRO INTRODUCTION Version 2016r1 First Steps with Seminar Pro 02.11.16 13:50 1 Seminar Pro: Main Screen
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"
