Prefs_Info

Manage √ Market ! Earn $ Like a Pro	Prefs Screen Q: What are the Special Terms buttons for? A: Click on any of these buttons in order to customize some special terms that will appear on the FlexContract. Special Terms can be inserted into a contract using the Insert buttons on the FlexContract Controller. Whatever is typed into the appropriate 'Special Terms' fields on the Prefs Screen will be automatically inserted into the contract. Don't use these fields to insert terms that you always have in every contract (because you might as well just type those terms directly into your contract.) Use these fields to allow for customized contracts for different events. Q: What are the all the other fields for on the Auto-Fill tab? A: Anything typed into these fields will be automatically added to any new record that you create. New records can be created by clicking on the 'New' button, or by importing or updating. If a field is blank when the record is imported or updated, then the data in the appropriate auto-fill field will be inserted into the blank field. Use this as a time-saving feature when you create a new customer record. But it is recommended that you erase the data in these fields before you do an import or an update from a previous MBP. See the video "What to do BEFORE you update" . Q: What is this for? A: These are programmed reminders. You decide what you want to be reminded to do in general for all of your customers. They are Global Reminders, which means that you set the rules for when they will appear, and they apply to all customers. There are three filters that determine when a reminder will appear: The Booking Status of the event (Booked, Pending, No, Prospect), the Date of the Event, and the Current Date. For example, you may have a set of actions that you always do for each customer. First, you'd send out a contract immediately; then maybe 2 months before the event, you'd send out posters; then a week before the event, you may call. The reminders will appear when you click on the Event Actions button on the Events Screen. The reminders that are past will still appear, and you can click in the checkbox to show that you've completed the actions. See the video "How to use Event Actions" Q: What is the difference between the clickable menus on the Lists tab of the Prefs Screen, and all of the other menus that appear in different places in MagicBase Pro (like all the clickable menus on the Shows Screen?) A: A regular clickable menu, like all the menus on the Shows Screen, and any other clickable menu that has the word 'Edit...' in it will not be transferred on an update. The data that you select, and is placed into the menu will, of course, appear in your next update of MBP. But the menu customization will only be transferred with the menus that appear on the Lists tab. Eventually, most menus will be converted to transferable menus on the Lists tab. back to Tutorials...

Manage √
Market !
Earn $

Like a Pro

Prefs Screen

Q: What are the Special Terms buttons for?
A: Click on any of these buttons in order to customize some special terms that will appear on the FlexContract. Special Terms can be inserted into a contract using the Insert buttons on the FlexContract Controller. Whatever is typed into the appropriate 'Special Terms' fields on the Prefs Screen will be automatically inserted into the contract. Don't use these fields to insert terms that you always have in every contract (because you might as well just type those terms directly into your contract.) Use these fields to allow for customized contracts for different events.

Q: What are the all the other fields for on the Auto-Fill tab?
A: Anything typed into these fields will be automatically added to any new record that you create. New records can be created by clicking on the 'New' button, or by importing or updating. If a field is blank when the record is imported or updated, then the data in the appropriate auto-fill field will be inserted into the blank field. Use this as a time-saving feature when you create a new customer record. But it is recommended that you erase the data in these fields before you do an import or an update from a previous MBP. See the video "What to do BEFORE you update" .

Q: What is this for?
A: These are programmed reminders. You decide what you want to be reminded to do in general for all of your customers. They are Global Reminders, which means that you set the rules for when they will appear, and they apply to all customers. There are three filters that determine when a reminder will appear: The Booking Status of the event (Booked, Pending, No, Prospect), the Date of the Event, and the Current Date.

For example, you may have a set of actions that you always do for each customer. First, you'd send out a contract immediately; then maybe 2 months before the event, you'd send out posters; then a week before the event, you may call. The reminders will appear when you click on the Event Actions button on the Events Screen. The reminders that are past will still appear, and you can click in the checkbox to show that you've completed the actions. See the video "How to use Event Actions"

Q: What is the difference between the clickable menus on the Lists tab of the Prefs Screen, and all of the other menus that appear in different places in MagicBase Pro (like all the clickable menus on the Shows Screen?)
A: A regular clickable menu, like all the menus on the Shows Screen, and any other clickable menu that has the word 'Edit...' in it will not be transferred on an update. The data that you select, and is placed into the menu will, of course, appear in your next update of MBP. But the menu customization will only be transferred with the menus that appear on the Lists tab. Eventually, most menus will be converted to transferable menus on the Lists tab.

back to Tutorials...