EVENT Lifecycle
| 1 Event Create and manage EVENTS. |
| 2 Schedules Create and manage schedules on the EVENT. |
| 3 Recipient Groups Send communication on the EVENT. |
| 4 Reports View reports associated with the EVENT. |
EVENT Management
| 1 Event It is a good practice to search for the EVENT before attempting to create a new EVENT. This will prevent duplicated entries. |
| 2 Located Only the top 250 will show on the list. Use page filters to search more records. |
| 3 Event If you are unable to locate the EVENT, you can create a new EVENT. |
| 4 Event If you located the EVENT you should view the EVENT profile. |
| 5 Edit The EVENT profile can be edited. |
| 6 Delete All EVENTS can be deleted from the list but not from the system. |
| 7 Restore Any deleted EVENTS can be restored. The deleted EVENT can be found under the deleted entries list and be restored from there. |
| 8 Schedules Schedules can be created and managed on the EVENT. |
| 9 Rebuild Groups Groups can be rebuild on the EVENT. |
| 10 Number The EVENT will be auto numbered. |
| 11 Venue Requires a VENUE. |
| 12 Links Links can be added to the EVENT. |
| 13 Notes Notes can be made on the EVENT. |
| 14 Recipient Groups All attendees on the EVENT schedules are auto grouped into a RECIPIENT GROUP for quick EMAIL and SMS communication. |
Generating an Event Wizard
| 1 View Event |
| 2 Generate Wizard |
| 3 Generate Steps |
| 4 Generate Questions |
| 5 Lock Wizard |
| 6 Lock Steps |
| 7 Lock Questions |
| 8 Publish Wizard |
How To Create an Event
Follow these steps to CREATE AN EVENT.
- Open the option group EVENTS.
- Click on the option LIST EVENTS.
- Open the NEW ENTRY form, complete the required fields and click SUBMIT.
How To Create a Customer Event
Follow these steps to CREATE A CUSTOMER EVENT.
- Click in the SEARCH BOX.
- Enter the customer name and click on the BINOCULARS.
- Click the VIEW icon to open the customer profile.
- Click the EDIT EVENTS tool in the toolbar.
- Open the NEW ENTRY form, complete the required fields and click SUBMIT.
