Get the most out of your EMS software with specific tips on using the system and
general "best practice" pointers.
Tips and Tricks is a popular feature of our EMS Quarterly newsletter. Check out past entries below.
In order to provide our customers with the best possible support, Dean Evans and Associates provides a variety of resources including on-site training with highly skilled consultants, a talented phone support staff, and a newly expanded and improved Knowledge Base.
The DEA Knowledge Base is a resource for customers to find answers to common questions, obtain troubleshooting instruction, and review important product information. Articles are organized by topic and by product in the Knowledge base, and are searchable by keyword. You don’t have to wait for an issue to arise to visit the Knowledge Base, take some time to explore the wide variety of topics and information - you may be surprised by what you learn.
In the meantime, here’s a sample article covering a common issue involving confirmations:
SymptomAttendees were not sent a confirmation after the administrator changed the status of a booking.
CauseWhen the status of a booking is changed it is optional, but highly recommended, that a notification be sent to the affected group to inform the members of the change. There are two different ways to change the status of a booking, and they do not both automatically generate or send a notification.
ResolutionThe Change Status function, available on the Reservation Summary tab in the Navigator, has an option available to automatically generate and send a confirmation to the group for whom the reservation was made.
The Change Booking Status Wizard is available for changing the status of multiple bookings in a reservation, but does not have an option to automatically generate and send a confirmation to the affected group.
*To access the new Knowledge Base, log in to the Support Center at dea.com and follow the link.
As an EMS User you have access to robust SMTP email features for communicating with Groups and Contacts. Here are a few highlights:
View Email Sent from EMS: Users can view a list of all email that has been sent from EMS via SMTP (not via Microsoft Outlook). This includes confirmations, invoices, reminders, queries, web requests, Group and Contact information, and generic emails. Users can also view and print the contents of these email messages:
Navigate to Reservations > Other > Email History
(Note: This will only display SMTP emails sent. For Outlook email view your Outlook Sent items.)
Email Address Search Methods: In addition to email addresses for Groups and Contact, EMS desktop client users can also access their Global Address List including their Outlook Address Books even when using the SMTP email features in EMS:
From the EMS toolbar* select:
Email > To: > Select Names > Search Method
Select Outlook Address Book and click Display
(*Note: If the Email icon is not displayed on the EMS toolbar, right-click the toolbar to add it.)
Reservations: The things maybe you didn't know you could do...until now!
*For Enterprise, Campus, Workplace, Legal and District customers.
User defined fields (UDFs) allow EMS users to capture and report on information unique to their organization. If EMS isn’t already asking for the information, the customer can build custom questions to request it (see the Setup Guide).
EMS® software offers a full suite of room scheduling, meeting and event management, academic scheduling, shared workspace management (hoteling), master calendaring and online registration/survey solutions.
More than 4,000 clients and 2.5 million registered users across a variety of industries in more than 75 countries use our software to book space, reserve resources and services, handle billing, produce web calendars, manage event registration and much more.
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