Creating a New Event Record
Published on
June 15, 2023 at 10:56:14 PM PDT June 15, 2023 at 10:56:14 PM PDTth, June 15, 2023 at 10:56:14 PM PDT
To create a new event record:
Go toActivities > Scheduling > Events > New.
Under Primary Information:
You can select a Custom Form (optional).
In theTitlefield, enter the subject or title for this event.
Fill in theLocationfield, and select the date of this event.
Select whether the status of the event isConfirmed, TentativeorCanceled.
In theEvent Accessfield, select how you want this event to appear on your calendar.
Public This event and its information appear to everyone with access to the calendar.
Private This event appears only to you and to invitees with access to the calendar.
Show as Busy This event appears as a busy time slot to everyone with access to the calendar. No other information about this event is displayed.
In theOrganizerfield, select the person who is organizing this event. The event organizer is automatically set as an accepted attendee for this event.
If you edit the event record to change the organizer, the new organizer is not automatically added to the attendee list.
Under Date and Time:
Select a date for the event.
Check theAll Daybox, if this event will last the entire day.
When you check this box, the start and end times fill in automatically based on your calendar preferences.
Check theReserve Timebox if you want to reserve time on your calendar for this event.
Events that do not reserve time appear first on your calendar on the day they are scheduled. These can include events such as birthdays or anniversaries.
Select the start and end times for this event. If the selected time slot conflicts with any existing events, a popup warning displays on the screen.
In theReminder Typefield select the type of reminder you want to receive.
In theReminderfield, select a time before the event when you want to be reminded.
On theMessagesubtab, enter the message you want to show in the email invitation that is sent to attendees and is shown on the event record.
Click theAttendeessubtab.
In theSend Invitation Tocolumn, select a name from the list.
In theAttendancecolumn choose whether this attendee is a required or an optional participant.
ClickAdd.
Repeat these steps for each attendee.
On theResourcessubtab, you can reserve the necessary resources for this event such as a conference room or presentation materials.
The availability of those individuals and materials you have selected on theAttendeesorResourcessubtabs shows on theAvailabilitysubtab.
Click the arrows next to the date to view the availability on other days. The window of time shown on this subtab is the same as the Daily start and end times set in your calendar preferences.
Click theRecurrencesubtab if the event is part of a series of events.
When you have finished entering all of the information for this event, clickSave.
The following are optional settings on the event record:
On theRelated Recordssubtab:
Select a company if this event is related to a customer, vendor, partner, or other name. The event record is attached to the entity record.
TheContactfield lists the contacts for the entity you have selected. Select the contact with whom this event is associated, if any.
If this event pertains to a support case, select the case number in the Support Case field. The event record is attached to the case record.
If this event is related to a transaction, select the transaction number. The event is listed on theEventssubtab of the transaction record.
Use theTime Trackingsubtab, if you use the Time Tracking for CRM feature and want to track time for this event.
Click theCommunicationsubtab to attach a file to this event.