Difference between revisions of "Create Event Screen"

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m (Protected "Create Event Screen": Sysop page [edit=sysop:move=sysop])
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The "Create Event" screen allows you to add an event to the "Pending Activities" list.  Creating an event will also automatically mark the event and its details on the "My Calendar" screen.
 
The "Create Event" screen allows you to add an event to the "Pending Activities" list.  Creating an event will also automatically mark the event and its details on the "My Calendar" screen.
  
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To create an event you must enter the event name and its scheduled start date/time. You can add additional details including the "Related Party" (account), "Opportunity", "Case", "End Date and Time", "Duration", "Location", a description of the event, your "Availability" to attend the event, and whether or not to "Ignore Scheduling Conflicts".  Click [Create] to add the event to your "Pending Activities" list and will bring up the [[Activity Details Screen]].
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Enter the appropriate data into the following fields:
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*'''Name''' - This required field will assign a name to the event.
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*'''Scheduled Start''' - This required field is the planned starting date.  The actual start time will be recorded when you click the [Start] button on the [[Activity Details Screen]].
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*'''Availability'''
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*'''Avoid Scheduling Conflicts'''
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*The following input fields are to record additional information for your benefit:
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**Related Party
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**Opportunity
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**Case
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**Duration
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**Location
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**Description
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Clicking the [Create] button will add the event to your "Pending Activities" list and will bring up the [[Activity Details Screen]].

Revision as of 06:23, 2 October 2007

The "Create Event" screen allows you to add an event to the "Pending Activities" list. Creating an event will also automatically mark the event and its details on the "My Calendar" screen.

Enter the appropriate data into the following fields:

  • Name - This required field will assign a name to the event.
  • Scheduled Start - This required field is the planned starting date. The actual start time will be recorded when you click the [Start] button on the Activity Details Screen.
  • Availability
  • Avoid Scheduling Conflicts
  • The following input fields are to record additional information for your benefit:
    • Related Party
    • Opportunity
    • Case
    • Duration
    • Location
    • Description

Clicking the [Create] button will add the event to your "Pending Activities" list and will bring up the Activity Details Screen.

Retrieved from "https://docs.opentaps.org/docs/index.php?title=Create_Event_Screen&oldid=994"