In our recent update, enhancements have been made to Releventful to improve the overall ease of use within the event edit screen. You will see that the portal has now been incorporated into the event edit screen as an available tab on the far right-hand side. This new portal tab allows you to manage all aspects of both the event edit screen and the portal within a single display.

This enhancement will allow you to control all the event details in one central location, minimize clicks, and streamline your overall navigation while managing the various aspects of a given event. You can now manage more with less effort!

With the dedicated portal tab, you no longer need to navigate away from the event edit screen to jump into the client vendor portal. You can manage all details of the event within the event edit screen and now jump into the portal and all the available portals’ tabs within the same screen!

Follow along with me today to see how the new portal tab can be utilized to streamline your efforts.

To access the event edit screen, first start by locating the event. You can locate an event by searching for it via the search magnifying glass at the top of the left-hand navigation bar, or locating the event on the sales pipeline, or Releventful calendar. Once you have located the event, edit the event to be brought to the back-office management area.

All of the previous event edit tabs are still available to you. You can manage the high-level details of the event on the “Event Info” tab. Add clients, contacts and team members via the “Event Contacts” tab. Manage the proposal and invoice items within the “Invoices” tab.

You can manage the sales activity and details on the “Sales Pipeline” tab. Schedule employees for shifts and create open shift positions within the “Scheduling” tab. The “Account Entries” tab is available to you to store financial information outside of an invoice.

With the new available tab for the portal, when selected you will see a view of the client vendor portal from within the event edit screen. Manage the elements of the portal directly from this view.

For example, I can jump into the portal from here to send a message to the client. After sending my message, I can click on the “Event Info” tab and change the start and end times of the event.

I can select the “Event Contacts” tab and edit the phone number on file for the client.

I can jump back to the portal tab and upload a document for the client, add a line item to the timeline.

I can navigate back to the event contacts tab and resend the portal link to the client.

I can schedule a team member to work the event, and go back to add the venue address all without ever leaving this single page.

You can also access and manage other lead and client details directly from this screen by editing the client from the “Event Contacts” tab. From the menu that slides out from the right-hand side, you can add a record to keep track of discussions you’ve had with the client, create appointments with them, and manage their sales campaigns.

This new visibility should improve your overall efficiency and cut time off your tasks.

You can still manage the portal as a standalone item by selecting the “Portal” button at the top of the page. This button will take you to just the portal, and not include the other event edit screen options.

We hope that this new feature is beneficial to you! If you have any questions for the Releventful support team about this enhancement, please contact us via the support chat icon in the lower right-hand corner of Releventful.