Viewing Venue, Vendor, and Partner Information

During an event, you may need to contact venue, vendor, and partner personnel, either to make sure that planned activities are carried out, or to address unforeseen needs that arise during the event. If you can access Siebel Events Management onsite, you can look up contact information for venue, vendor, and partner personnel.

The following procedures briefly describe how to look up this type of information. For information about entering new venue, vendor, and partner information, see Preparing for an Event.

To view venue information

1. Navigate to the Site Map > Events > Event Plans view.

2. In the Event Plans list, select and drill down on the event for which you need information.

3. Click the Schedule view tab, and then click Events.

4. In the Events list, select and drill down on the event for which you wish to view information.

5. Click the Resources view tab, and then click Venues.

6. Select the venue for which you need information.

7. Review the following areas for the information that you need:

   • Venues record

   • Billing subview

   • Expenses subview

   • Reviews subview (accessed from the Billings view drop-down list)

8. To view additional information about the venue, including location and account information, click the name link for the selected record in the Venues list.

9. To display venue room information, drill down on the venue record, and click the Rooms view tab.

To view vendor information

1. Navigate to the Site Map > Events > Event Plans view.

2. In the Event Plans list, select and drill down on the event for which you need information.

3. Click the Schedule view tab, and then click Events.

4. In the Events list, drill down on the event.

5. Click the Participants view tab and then click Vendors.

6. In the Vendors list, select the vendor for which you need information.

7. Review the following areas for the information you need:

   • The Vendors list

   • The Billing subview

   • The Reviews subview (In the Billings subview drop-down list)

8. To view account or contact information, click the selected record’s name link in the Name or Primary Contact column of the Vendors list.

To view partner information

1. Navigate to the Site Map > Events > Event Plans view.

2. In the Events list, select and drill down on the event for which you need information.

3. Click the Schedule view tab, and then click Events.

4. In the Events list, select and drill down on the Event Name.

5. Click the Participants view tab, and then click Partners.

6. In the Partners list, select the partner for which you need information.

7. To view account or contact information about the selected partner, click the name link in either the Name or Primary Contact column of the Partners list.