What's New in Releventful February 2025
Power-Up Your BEOs
We've added some exciting options that you can enable in your BEO templates.
To add these options to your BEO template, open the BEO editor and update your template.
Event Custom Fields
Add any of your custom fields to your BEO by selecting one of the Event Custom Field options.
Add Your Scheduled Employees
If you have employee scheduling on your account, you can add your employee scheduling list to your BEO by selecting the Scheduled Employees option.
Invoice Subtotals
If you would like the subtotal to be added to each section select the Invoice Subtotals option.
Note: the subtotal will be calculated based on the BEO settings. If Show Item Quantity is checked, the price will be calculated as follows for each item within the BEO category section.
Subtotal = Price * Item Quantity
If Show Item Quantity is NOT checked, the Item Quantity will not be used in the subtotal calculation.
Setup Headings
If you have checked the Setup Details option to include the Setup Notes in your BEO, you can also include automatic headings to be generated in your Setup Notes as well.
Website Lead Form Tracking
If you have multiple website lead forms and would like to track which lead form the lead came from, you can now view this information in the Sales Pipeline and Reports.
Sales Pipeline
Search for your event to go to the event edit screen
Click on Sales Pipeline
Under Website Lead Form you will see the form listed.
Note: the website lead form will only be tracked for new leads as of February 10, 2025.
Reports
Click on any of the Sales or Revenue reports
Click on the Choose Columns button and add the Website Lead Form field.
Note: Make sure you update your reports to get the latest updates!