Seminar projects are created in the Book Production system and integrated with the IP1 CRM system. The seminar project contains seminar information, financial information regarding costs/revenue and links to delegates attending the seminar. Venues file allows multiple venues per seminar and holds venue specific information.
The process of registering attendees for the seminar is captured through order entry, using designated ISBN codes which enables us to link single or multiple attendees per customer.
Seminars are integrated with CRM allowing the users to view the seminars. The contacts are registered with their status (i.e. paid, attending etc.) for registration invoicing.
- In the menu, expand Publishing Modules > Customer Relationship Management > CRM Maintenance and double-click Work with CRM Seminar. CRW120 Work with Seminars panel appears. All the existing seminars in the system are displayed. The Filter function allows you to select seminars for specific contacts and/or customers.
| Fields | Description |
| Srv date | The date on which seminar will be held. |
| Venue | Venue where the seminar will take place. |
| Description | Description of the Seminar venue. |
| Seminar | Name of the seminar. |
| Options | Description |
| Display | Access BPM410 Work with Resource, from where you can view/inquire on the Seminar resources; their emails, attendees list and name tags of the attendees etc. |
| Resources | Access BPM410 Work with Speaker/s, where email can be created and sent/re-sent and text can be maintained. |
| Speaker | Displays the customer and contact for the selected venue and allows you to work with the speaker of the seminar. |
| Attendee | Displays the customer and contact for the selected venue and allows you to work with the attendees of the seminar. |
| Organiser | Displays the customer and contact for the selected venue and allows you to work with the event manager/organiser. |
