>

Event Management & Operations: Best Practices

Space Field in Function Notes

Dominik Obelöer | · 7 replies

Description of the Issue:In the Function under General you'll have the Space Field.When you then go to the Notes, you can add three Fields for Spaces. Especially "CC025_SPACE" but those Fields will remain empty.Why are those fields differing and w... see more
Mobile Work Orders - Q3 enhancements

Jillian Stangret | · 2 replies

I have several customers asking about enhancements coming for Mobile Work Orders. I see it on the Q3 roadmap. Anything that can be shared with customers at this time? see more
Work Order Documents

Dominik Obelöer | · 3 replies

Description of the Issue:When in the general View for Work Orders and the Work Order has a Document, there will be a column for the Order Document. Though it is not possible to add this as a Tab in the Split View or in Edit Work Order. Also when s... see more
Copy Fulfillment Order without Payment Plan

Dominik Obelöer | · 2 replies

Description of the Issue:The client wants to copy fulfillment orders but without the Payment Plan setting which the original order had. Due to internal information this can be setup via order processing configurations but I was not able to check t... see more
Using Activities for Organizational Alignment

Martin Stephens | · 1 replies

I have been having good success with Manitoba on a novel approach to activity management and wanted to share our approach.We are using activities to track when important department workflows are being completed.   For the Activity description, we ... see more
Full Day Packages - Catering

Anthony Costantino | · 4 replies

We are implementing Catering at Google's London offices. They've provided a menu that contains Full Day Packages. Below is a screenshot. It contains items for breakfast, items for mid-morning break, items for lunch, and items for mid-afternoon bre... see more
Cost Tracking and Reporting in London

Anthony Costantino | · 2 replies

Samy Kheloufi Minka Verkaar @... Daniel Bisson-Routhier Celine Puech Duncan Hilliard I'm working with Google's Catering team on setting up their London office for ordering F/B. They shared how they want to track item unit costs. They don't seem to... see more
Upsell Items for Public Facing Applications

Himanshu | · 3 replies

Account name - Not Applicable specifically but if need be - VenuesLive  Region - APAC Client version (Enterprise) - 25.4 Description of the issue: Customer would like to allow an option on customer facing portals such as Exhibitor Service Center ... see more
Automatic Notes for Function Changes - what is tracked?

Minka Verkaar | · 2 replies

Hi team, I have received a question related the Automatic Function Change Notes. This works as expected, but I would like to know what exactly should be tracked and what not.  According to the Support Centre, it should track: I am curious to the ‘... see more
Work Order report presentation of Items ordered via ESC using Item Delivery Schedule

Anthony Costantino | · 3 replies

Client prefers/expects to generate a F/B Work Order for the f/b items to deliver to a booth. They expect individual Work Orders for each date that booth has a delivery during the event. If an exhibitor orders cookies delivered each day, Mon, Tue, ... see more
Header only usage in Price List Items for Packages

Dominik Obelöer | · 5 replies

Description of the Issue:The client wants to use the “Header only” option for Price List Items which belong to a Package but the field is greyed out / cannot be selected.What exactly determines usage of this checkbox?I tried to follow this article... see more
Reassign Inventory Item Resource

Heather Lightsey | · 2 replies

Account name: Minnesota State Fair Region: US Client version (Enterprise): 25.4.2026020501 Description of the issueWhat does the client want to do? Why do they want to do this?The customer has the wrong resource assigned to an inventory item. Whe... see more
Auto-Reassign Activities

Andrea Diaz Kowalski | · 5 replies

Hi - Is it possible to set up activities and checklist items so that when the recipient is initially unknown, they can be assigned to a dummy account, and then automatically reassign to the Event Coordinator once they are assigned to the event?Let... see more
Change Tracking - Professional license needed

Laura de Jong | · 6 replies

Hi team,Is indeed the intention of Change Tracking that it is only accessible via a Professional license? According to our best practice for Delivery and Operational departments (Work Orders - Work Order Items - Mobile Work Order) assigning an Exp... see more
How should the high level Event Attendance be used for a multi-day event vs a run of shows?

Chanh Huynh | · 4 replies

For events that run over multiple days such as a 4 day conference vs events that have multiple performances such as Coldplay where it is one event but they have 4 shows, how should the high level event attendance be used and should it be different... see more
Room Diagrams - Draw a shape by entering specific dimensions

Anthony Costantino | · 2 replies

I have a client (Curtis Culwell Center) who asked me if this is possible and the KB articles/Documentus search didn't yield an answer.As an event manager, I need to draw a 6' x 8' rectangle. With these known dimensions, I should be able to draw th... see more
Service order item filters

Zach Lono | · 5 replies

Zendesk Ticket: 366589Account: Calgary TELUS Convention Centre AuthorityRegion: Americas Articles used in your research: unable to find any related materials. GeneralBusiness impact if not resolved: Minimal impact. The client is seeking clarificat... see more
Updating packages

Pushkar Barve | · 2 replies

Description of the issue: Customer has updated some package content in recent weeks due to new purchases.In the events that already exist, however, the old package content is always booked.Is there a way to update it quickly, including in the boo... see more
Automatic Service Charge, but allow changes to the percentage rate

Joel Nisbett | · 2 replies

In Enterprise, is there a way to have a Service Charge or Tax that is automatically added to orders (standard behavior) BUT also allow a user to manually reduce or increase the percentage rate? For example, I can easily set it up to automatically ... see more
Activity Checklist Recipient wildcard preserved

Chanh Huynh | · 1 replies

I thought I'd post here to get some discussion on this rather than jump to posting a Pendo enhancement.Scenario: I am working with a customer on Activity Checklists to help ensure tasks are completed for the different stages during an event's life... see more
Discount Resources

Amy Durbin | · 2 replies

A customer is attempting to utilize Discount Resources in order to provide better visibility to their customers about what discounts were given and on what items.  They have successfully created and applied the discount resource but when they try ... see more
Function times - service order possible in back end but not in Event Portal

Jens Kohler | · 1 replies

Hi team,While configuring the Event Portal, I came across the following situation: If a function is not properly configured and the start time is set after the end time, I can still create a service order in the backend. However, in the Event Port... see more
Job Status 'Prepare Quote'

Joppe Borsboom | · 4 replies

Account nameBelfast Waterfront & Ulster Hall Limited  RegionEMEA  Client version (Enterprise)24.42024120301  Description of the issueClient is looking to add a new Status called 'Prepare Quote', but they unsure at which code to assign it too. The... see more
How to delete a Service Order with an Actual but no Service Order Items

Joppe Borsboom | · 3 replies

Account nameCité Nantes Event Center  RegionEMEA  Client version (Enterprise)24.22024100201  Description of the issueCustomer is unable to delete a Service Order, because it has an actual: However, they are also not able to delete the Actual: ... see more