budget categories

[nrivers]

Hi,
First let me say this program is great! My business partner found it and told me about it and it has become one of our most important tools. She lives in a different state so this allows us to stay on the same page with the projects we are working on.

I did notice as I was enterring the budget for our latest project that there were categories like valet parking, stanshions, and red carpet or event supplies missing from the budget which is fine but there was no option to add new categories for a project. This is important so that planners can see lines separately within the budget rather than lumping things together under "general."

One other thing not related to the budget. Not sure if you guys are working on this already. It would be great if there were printable version or formatted templates of all of the screens that could be printed and reviewed offline. That we could review them on the go. Speaking of on the go, can any portions of the program be made to view on PDA's and blackberry??

Again, love the program!

Best,
Nicole Rivers

[chazlett]

Hi Nicole,

Thank you very much for the lovely compliments. There's nothing better than getting feedback...especially when it's positive.

As for the Budget Categories: The category list actually comes from a global list for your account, and your account manager can add or edit the list as much as she'd like. So if you need to have new categories added, you'll need to get your account manager to add them. We designed Event Clipboard with an editable global list of categories for budgets and contacts because it makes comparisons much, much easier across events and contacts. To edit the list: ask your account manager to go to the 'Site Settings' page, and on the right hand side, click the 'Edit this List' link. There is a full set of instructions for editing categories in help: http://www.geteventclipboard.com/help/account.

As for Printable Pages: We are actually releasing a printable version of nearly every page on October 6th. We'll also be releasing a new event report called the 'Day-of Report' which gives you all the information for an event in printable form. Check out our blog for more information: http://integratechange.com/artofchange/archives/47.

As for a mobile version: It has been on our list of enhancements for several months. On Monday, September 29th, we will be sending out a survey to the account managers and putting a link to the survey here in the forums. We'll have a complete list of our planned enhancements and user suggested enhancements in the survey so that you can rank which are the most important to your business.

As always, feel free to write suggestions in the forums.

Thanks again and Happy Planning,
-Chris