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Help > CRM (CLIENT RELATIONSHIP MANAGEMENT)   > My Calendar > Adding an Event
Adding an Event

To add an Event, simply right click anywhere on the Calendar and select Add Event, as shown below:

Alternatively, you can click the Add Event button in the top left corner of the screen.

Once you do this, the Event Detail window will open, allowing you to capture all information pertaining to this event.

As well as capturing basic details like Name and Event Type, you can define which Users you want to be able to view the Event.  Do this by selecting the required User Types in the Private For field.  Anyone who isn’t selected won’t be able to view it.

You will also be able to:

ü  Set Reminders for an Event

ü  Attach a Document to an Event

ü  Record a Recurrence Pattern for an Event (i.e. if the Event is to recur once a week, once a month etc)