Exploring Event Management

Objectives

After completing this lesson, you will be able to:
  • Explain how to modify event messaging templates.
  • Learn how to view exchange rate sets.

Messaging Templates

  • The system uses email templates to create email notification messages sent to suppliers and team members of an event by the system.
    • Users who are members of a group with the Customer Administrator system group can customize these templates.
  • Administrators can:
    • Modify the subject and body of event-based email notification messages.
    • Format text and create different versions of email templates according to project type.
    • Add email template tokens, which are references or placeholders for information that is provided by the system when the email generated from the template is sent.
    • Provide translated text for the email subject or text.

Exchange Rates

The Add/Edit Exchange Rate Set page is displayed.

Customer Administrators have the ability to create, edit and view exchange rate sets that can be used when multiple currencies are enabled for an event.

  • System currency conversion rates will appear by default for a new realm, but no other rates will be visible until created
  • Multiple rate sets will appear for a project owner to select
  • Project owners can edit the rates on their projects
  • When adding a new rate, exchange rates must be bi-lateral
    • Example: USD to CZK and CZK to USD

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