Creating Projects

Creating Projects


In EEXAR Software, you can create different projects as they are fully customizable to match at best your business needs. They are basically a combination of different elements from your Domain content.

Create Projects

To create Projects

  1. Go to Projects.
  2. Click Create project.
  3. In the Create project page, do the following:
    • Specify the Name of the project.
    • Choose the Project Currency.
    • Select the Session Type(s) from which the users will be able to access the project, more about it here.
    • Specify the Open date and the End date (optional).
                 
      4. Click Next
      5. Under the Folders tab of the Contents step, select the Product folders to be used in the Project.
                 
      6. Under the Product Fields tab of the Contents step, select the Product Fields that the users should have access to.
                        
      7. Choose the relevant settings
    1. Shopping Experience: If enabled, Attendees will be able to input quantities on fields that you'll setup.
    2. User Interest: If enabled, Attendees will be able to express their interest for each product with a "Yes/No" box.
    3. User Notes taking: If enabled, Attendees will be able to take notes for each product that they will be able to download afterwards.
    4. Important Notices: If enabled, you will be able to communicate attention points for each session in a text message.
                 
      8. If you set the Shopping Experience to enabled you will need to create the Order Fields to be used, there is two types available:
    1. Number
    2. Date
      9. For each Order Field, you also have the possibility to:
    1. Create Validation Rules (optional), more here.
    2. Mark it as Required to be filled by the Attendees
      10. At this point, you can also create Dynamic Fields (optional), more here.
      11. For each Session Type selected, you'll then be able to configure each of them individually.
                           
Note:
Augmented Reality sessions have one specificity called Individual Experience, which lets or not Attendees connect to the Project without the need for a Presenter.
      12. Click Next.
      13. Under the Users step, create the relevant groups of External/Internal Attendees.
    1. Add Users
    2. Assign Price Types
                 
      14. Add other Presenters (optional)
      15. Click Create.

Edit Projects

After creating Projects, you can update the Project name, settings, content and users as you want.

To edit Projects

  1. Go to Projects.
  2. Select the project you want to edit.
  3. Update anything you need to change.
  4. Click Next until the Update button.

Note:
Depending on the project state, you also have the possibility to open, close or re-open it at any time.

Delete Projects

Periodically you may consider cleaning up the unwanted projects using the delete function.

To delete Projects

  1. Go to Projects.
  2. Select the project(s) you want to delete.
  3. Click the Delete button.
Warning:
This action deletes all the data related to the project(s), meaning all the orders, notes, reports etc.
This action is irreversible.


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