Event Temple

The one thing that we would like is a calendar and way to schedule staff, although we think we have a work around by using the tasks feature. In every other way EventTemple has met all of our expectations and more, including features that we didn't know we needed until we started using it.

I wish there were more options when creating documents. Yes, I can absolutely use the table features to create more structure and layout options, but end-users can accidentally adjust the table settings while adding text to intentional blank spaces for them to fill in and suddenly shift everything. A lock option would be great. When printing it would also be good to remove the option to choose what dimensions the user wants to print to. Letter, A4, etc. It seems as though that should be entered by the admin when creating the document since flexible options will change the layout. Lastly, a mobile-app would be wonderful - until then, it works just as well on tablet and only slightly different on mobile (must be landscape mode)

Really, the only reason for 4 of 5 stars in the Overall Quality / Features, Functionality sections is that there are a few tweaks that would make my life easier (I think same for my colleagues, but we all have different styles!). One is that once a prospect is moved into a certain pipeline beyond the New Lead, there is no way to see (at a glance - without running a report) what their inquiry date or last date of comms was. As an example: I have 3 pages of "Comms in Progress" leads. I would like to do a mass follow up auto email to those I haven't corresponded with in a few weeks - but - without looking at each file individually - cannot tell who that cohort is. Does that make sense? I have assumed a few times and sent an auto email to someone with whom I had just spoken a few days prior and it is a bit embarrassing! Also - and I don't know if this affects anyone else...but is it possible to see the name of the lead texting us with each text? It is AWESOME that they are dropped directly into my email box!! Thing is: I get their names attached to the first text...but it shows as just a phone number after that. Selfishly, I would love the ease of always knowing to whom it is I am texting without having to log into the program and look it up! This program is amazing! These are small tweaks that would improve my use of it!

Time it takes to save pages, when editing item numbers in the items. Lack of how much you can customise the calendar.

The integration process was tough. Building out all the features to make specific to my organization was tough. With the implementation fee, I was under the impression that ET employees would be a little more hands on with the actual set up process vs. just explaining how to do it.