Create Events

Create Events

An event is an activity that happens at a given place and time. They are listed in the CRM's Home page of the user, Activities home page, Calendar and in other related records.

Availability

Profile Permission Required: Access to the Activities Tab that includes View, Create, Edit and Delete permissions.

To create events

  1. In the Activities module, click New Events.
  2. In the New Event popup, specify the event details. 
  3. Click Save.

To create events from Calendar

  1. Click the Calendar icon and select the Day, Week or Month view.
  2. In the Calendar, click the Create link or click on a time slot in the calendar.
  3. In the New Event popup, specify the event details.
  4. Click Save.

Note

  • Events are automatically closed at the specified end date and time. There is no status update for events.

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