Question 1

Can I choose when the Staff Desktop is shown

EVE Support · Accepted Answer

Go to Tools / Options / This PC Only from the top menu in EVE.

Choose the option as you want below:

Question 2

Can I link Documents to an individual Customer record

EVE Support · Accepted Answer

At the bottom of the Customer form, click the yellow 'Linked Documents' button.

You can then click the Add button to assign documents to the customer.

Question 3

Do you have a list of Videos about Customers in EVE

EVE Support · Accepted Answer

1. How to Find a Customer and the Customer Record

This video shows how to find a customer and the customer record: http://www.youtube.com/watch?v=bJ4DFF4-Tc4

2. How to Merge Customers Using the Auto Merge and Manual Merge Options

This video shows how to merge customer records using the auto merge and manual merge options:

https://youtu.be/y74aamLPO4U

3. How to Create a New Customer

This video shows how to create a new customer: https://youtu.be/zNOAtSG1vJg

4. How to Set Up and Use Enquiry Sources

This video shows how to set up and use enquiry sources:

https://youtu.be/iko3RhIs2p0

5. How to Set Up and Use Customer Types

This video shows how to set up and use customer types:

https://youtu.be/pMjQCRS-9LQ

6. How to Set Up and Use Mailing Lists

This video shows how to set up and use mailing lists:

https://youtu.be/j-ZCMRkdtcM

7. How to use the customer search wizard for marketing

This video shows how to use the customer search wizard for marketing:

https://youtu.be/rqawEHrEBms

8. How to Set Up a New Employee

This video shows how set up a new employee:

https://youtu.be/d3GNTTnMebc

9. How to Make Information Mandatory on a Customer Record

This video shows how to make Information Mandatory on a Customer Record:

https://youtu.be/vYARL0AtISI

10. How to Set Up and Manage Customer Enquiries and Followups

This video shows how to set up and manage customer enquiries and followups:

https://youtu.be/rBoZLDujPTY

11. How to Set Up and Use EVE for Contact Calls, Reminders and Popup Notes

This video shows how to set up and use EVE for contact calls, reminders and popup notes:

https://youtu.be/EApgOOXadWI

12. How to Work Out the Value of an Enquiry Source

This video shows how to set up and work out the value of an enquiry source:

https://youtu.be/EUS73_TQdQo

Question 4

How can I search for customer records with and without certain information

EVE Support · Accepted Answer

Using certain key strokes you can do this easily in the Customer Search Wizard

Typing * (that is Shift 8) into a field will show you everyone who does have information in a certain field.

Typing “” (that is Shift 22) into a field will show you everyone who does not have information in a certain field.

In the example below, the resulting search will give you everyone who does

have a mobile number but does not have an e-mail address.

The example below would give you everyone who has a home number but no mobile, work or e-mail details

Question 5

How do I add a stock type and sizes to the Customer Rental Profile form

EVE Support · Accepted Answer

First, go to the Inventory module and then Stock types / find and search for and open the stock type in question.

To add, for example, weights to the rental profile, first make sure that the Weights stock type is ticked For Rental Profile, as below:

Next, add the sizes you want – 4kg, 6kg, 8kg, etc –on the Sizes tab

These will then appear on the Rental Profile form.

Question 6

How do I assign Customers to a Customer Type en masse

EVE Support · Accepted Answer

Easiest way to assign all customers to that customer type is to go to the customer search wizard and select all customers.

Right click on the Results and then as below:

Question 7

How do I copy Customer contact details from one customer to another

EVE Support · Accepted Answer

To copy from an existing customer, go to the options button at the bottom of the customer form (crossed hammer and spanner) and then choose:

Question 8

How do I create new Staff Trip or Course Roles

EVE Support · Accepted Answer

New roles can be added for staff by first creating a new customer type in Data / Customer Types and then assigning that role to appear for either courses or trips or both, as below:

Question 9

How do I create Staff Roles for Trips or Courses

EVE Support · Accepted Answer

New roles can be added for staff by first creating a new customer type in Data / Customer Types and then assigning that role to appear for either courses or trips or both, as below:

Question 10

How do I create tax exemptions for customers

EVE Support · Accepted Answer

You can mark the customer as having exemptions from tax on the Details tab of their customer record:

You might want to first check that you have marked the tax band(s) as being able to have customer tax exemptions in Inventory / Tax Bands:

Question 11

How do I mark a customer record (employee or staff) as unavailable?

Giovanni Saracino · Accepted Answer

To mark a customer record (or employee or staff member) as unavailable, please follow this procedure:

Open the customer record and click on the Details folder
Check the Unavailable box
Save the customer record

Customer records marked as unavailable will still display in sales reports as well as any previous transaction, class or trip, however they will no longer be listed when creating a new record like a sales transaction, class, trip, rental booking etc.

Question 12

How do I Merge Customer Duplicates

EVE Support · Accepted Answer

After import, should you have any duplicates (perhaps Dan Smith and Daniel Smith), please use EVE’s Merge Customers facility.

Click Customers on the left of the screen and then click Find.

This will open the Customer Search box as shown

with a full listing of all the customers on your database.

Click on the column header in the middle of the screen to sort the people in your database by Last Name.

If you have more than one record for the same customer, you can merge these records by doing the following:

Click on one customer record and the line will turn blue.

Then, holding down the Ctrl key on your keyboard, click on the other record you wish to merge. This line will now be marked blue also.

If there are 3 or more records of the same person, you can repeat this process.

Again, those line(s) will now be marked blue.

Now, right click anywhere on the dark blue lines to show the popup menu below and click Merge Customers

You will be asked to select which of the records you want as the ‘Master’ record. The data for the other selected customers will be merged with the Master’s and then those other customer records will be deleted, leaving just the Master record on the database.

All records of the following types will be merged:

Certifications, Credit Card details, Service Equipment, Vacation Interests, Course Interests, Mailing Lists, Equipment Profile, Special Interests, Accounts, Rental Bookings, Service Bookings, Dive Details, Transactions.

Please ensure you are the only person running EVE when you merge records.

You may also see information on merging records within the Help manual built into EVE; easily accessed by clicking Help / View Manual from the menu at the top of the screen.

Question 13

How do I record customer notes, conversations or enquiries?

EVE Support · Accepted Answer

If you wish to record notes on a general conversation you could add a popup note during or after theconversation.

Open the Customer record, then select Popup Notes, then click New Popup Note and enter the text as appropriate.

If the conversation leads to a specific enquiry then you can again open the Customer record, select Enquiries, then New Enquiry and then add the enquiry and perhaps Schedule Follow-Up Call/E-mail as appropriate.

This will also allow you to search for Enquiries in the Customer Search Wizard.

Question 14

How do I run dive check from EVE?

Giovanni Saracino · Accepted Answer

EVE includes a feature to run PADI Dive Check directly from its interface and without logging in to PADI Pro's site. If the diver you would like to check is recorded as customer in your EVE database, diver's details will be retrieved from that record and you will not need to retype them. To complete a Dive Check for a diver who is recorded in your EVE database, please follow this procedure 1) Open the customer record and click the General folder 2) Click on the Tools icon 3) Click on Dive Check

4) A window will popup with diver's details. These will be the same as those saved in the customer record. Click Search

5) EVE will contact PADI and return all the diver's certifications. Click Save to Existing Customer

6) EVE will prompt you to select what diver's details you wish to update. Check those information you need to update 7) Click OK. You may need to close the customer record and reopen it to see the changes.

Question 15

How do I search for customers who belong to a Mailing List?

Giovanni Saracino · Accepted Answer

To search for customers who registered to a particular Mailing List, you can use the Customer Search Wizard, as outlined in the following procedure:

Select the Customers module
Click on Customer Search Wizard
Select the General tab and select one or more Mailing List(s)
Select your Unsubscribers list too, to exclude customers who do no longer wish to be contacted
Click Search
EVE will return your search results. Select each customer, hold CTRL to select more than on
- A. Use this feature to select all search results
- B. Click on Email if you wish to send them an email using Microsoft Outlook
- C. Click on Export to export to Excel or to Mailchimp for marketing

Question 16

How do I search for customers who have completed the OW course but not the AOW course

EVE Support · Accepted Answer

Go to Customers and then select Customer Search Wizard from the power bar at the bottom of the screen.

On the Certifications tab, select Open Water in the Certifications Obtained column and Advanced Open Water / Adventure Diver from the Certifcations NOT Obtained column

Please note that clicking Forward will reveal pictures accurately if they don’t display properly here

Click Search and then move to the Results tab and then you’ll find a list of all of these customers.

Should you wish to e-mail these customers, click Select All

From the options at the bottom of the results grid and then right click on the results and select the Email option

This will open the EVE / Email interface.

If you use Microsoft Outlook you’ll be able to send the e-mails individually – avoiding any spam issues – and with the [FirstName] merge field you’ll be able to personally address each of the e-mails.

Question 17

How do I use the Translate tool in EVE

EVE Support · Accepted Answer

In various parts of EVE you will find that the titles of fields can be translated by the user to the language of their choice.

Where this tool is available you can access it by right-clicking on the mouse and the Translate box will appear, as below, where Name on a Customer record field

has been changed to Nome

This particular area of EVE would be reached by selecting Customers / New. Similarly, should you open a new invoice by going to Sales / Invoices / New, you’ll find that fields such as Customer

can be translated to Cliente, for example. Where right-clicking on the mouse does not result in the Translate box, this feature is not available yet.

Question 18

Importing Data from Excel into EVE

EVE Support · Accepted Answer

You’ll be able to import from Excel into EVE by using the Excel import templates that are provided within the program.

Using Customers as an example to serve for all:

You can access these by going to, from the top menu in EVE, File / Import and then select Import from Excel and click Import

Please note that clicking Forward will reveal pictures accurately if they don’t display properly here

Highlighting Customers and then clicking the Show Template button

Will open Excel and that template.

These templates are, by default, contained within C:\Program Files\Integrated Scuba Systems\EVE\Import

The key on the import is the structure of the Excel file – please do not change the titles of the columns.

Mandatory data fields have red column titles – optional are coloured black.

Once your existing data is in the correct format you can then select the Save As option and name the file as you wish.

Please note: we recommend you take a backup of your EVE database prior to import.

You can then import your data by going, again, to File / Import from the top menu and then Import from Excel again and then highlight the data type – Customers, Suppliers etc. – and then select Import

By default this will open them Import folder previously mentioned though you can, of course, navigate to any other location where you have saved your Excel files.

You’ll find the process relatively simple.

You can download a video outlining the process at http://eve.issys.co.uk/files/EVE5Tutorials/EVE5-SimpleImport.exe

Pressing the Space Bar on your keyboard will stop and restart the video for you.

Question 19

What is the Customer Search Wizard

EVE Support · Accepted Answer

The Customer Search Wizard – accessed from the power bar at the bottom of the screen in the Customers module – is an extraordinarily powerful tool.

Every field on every tab is simultaneously searchable on.

For example, to find all Open Water certified divers who have yet to take either the Adventure Diver or Advanced Open Water programs and then email them with an invitation to sign up for that class:

Go to Customers and then select Customer Search Wizard from the power bar at the bottom of the screen.

On the Certifications tab, select Open Water in the Certifications Obtained column and Advanced Open Water / Adventure Diver from the Certifications NOT Obtained column

Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.

Click Search and then move to the Results tab and then you’ll find a list of all of these customers.

Should you wish to e-mail these customers, click Select All

From the options at the bottom of the results grid and then right click

on the results and select the Email option

This will open the EVE / Email interface.

If you use Microsoft Outlook you’ll be able to send the e-mails individually – avoiding any spam issues – and with the [FirstName] merge filed you’ll be able to personally address each of the e-mails.

Please do take some time to familiarise yourself with the Customer Search Wizard – your time will be well rewarded.

The above is just one simple example of this versatile and powerful marketing and information tool.

Navigation

FAQs

Customers

Can I choose when the Staff Desktop is shown

Can I link Documents to an individual Customer record

Do you have a list of Videos about Customers in EVE

How can I search for customer records with and without certain information

How do I add a stock type and sizes to the Customer Rental Profile form

How do I assign Customers to a Customer Type en masse

How do I copy Customer contact details from one customer to another

How do I create new Staff Trip or Course Roles

How do I create Staff Roles for Trips or Courses

How do I create tax exemptions for customers

How do I mark a customer record (employee or staff) as unavailable?

How do I Merge Customer Duplicates

How do I record customer notes, conversations or enquiries?

How do I run dive check from EVE?

How do I search for customers who belong to a Mailing List?

How do I search for customers who have completed the OW course but not the AOW course

How do I use the Translate tool in EVE

Importing Data from Excel into EVE

What is the Customer Search Wizard