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Event Editor
The event editor displays:
| Type: Type of event, these are customizable types that can be anything from a phone call, email, to catering. | |
|---|---|
| Contact | If a contact from the CRM is associated with this event press the find key to get a list of contacts to associate. |
| Company Rep | This is the employee who is working on this event. |
| Due | This is the date and time the event is due. |
| Start | This is the date and time the event was started. |
| Status | Customizable field of what kind of progress has been made on this event. For more complex event planning this will be something like, new customer needs info, or needs invoice, or payment required. |
| Progress | A percentage basis of the status completed. |
| Notes | Notes for the event. |
| Order ID | The order placed for this event. |
| Labor Schedule ID | Press the labor button to add a labor schedule for this event. The schedule can have a unique name and location that will make it identifiable in the labor history. The labor schedule can then be accessed by this event or the labor history form. |
| Actions: | |
|---|---|
| Prints the event. | |
| Preview | Preview the report of the event. |
| Emails the event. | |
Trace: • event_fields
