SmartEvents - Creating an Event

• Overview
• Basic Event Creation
• Creating a Copy of an Existing Event

Overview

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Creating an Event A SmartEvents user can create an event either by using the basic event creation process or by creating a copy of an existing event.

Basic Event Creation

Note: Events are created based on event templates. For that reason, at least one event template must exist before an event can be created. For more information, see Setup.

1. From the SmartOffice side menu, select Sales \& Marketing \> Events to open the Search Events dialog box.
2. Do one of the following:

• Click the New button.
• Click the Search button to display the Event List, and then select Menu \> New 'Event' record.

1. When the Template List dialog box opens, select the appropriate event template.

1. When the Event Detail content link displays, enter the event details. For information about these fields and options, see Viewing and Editing Events.
2. Select Menu \> Save.

Note: New events have a default status of Draft. Once all of the event's details have been entered, the event's status can be set to Active. For more information, see Updating Event Status.

Creating a Copy of an Existing Event

To create an event that is similar to an existing event, the user can save time by creating a copy of the existing event and then modifying that copy as required.

1. From the Event List, select the event to be copied.
2. Select Menu \> Copy Event to open the Basic Information dialog box.
3. Review the event details and make any changes if necessary. Refer to Viewing and Editing Events.
4. Click the OK button.
5. When the new event displays, edit it further if necessary.