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Adding New Events

Adding NewTimeline  Events

Add all types of events in one place.

 

Add Event button 

The ‘Add Event’ button is on the left of the Options Bar (the row of icons at the top right of the page).  Clicking the button opens the ‘Create a NEW event’ panel.

Create a NEW event panel

Most of the fields available are self-explanatory. The type of event defaults to 'Telephone Call'. Using the drop-down you can select from a comprehensive list of event types (including’ personal’ for holidays etc and ‘other’ as a catch-all for anything we have forgotten). You can search on these ‘types’ from the List View (e.g. so you can make all your calls in one go).

Click on ‘Select customer’ to open a panel where you can search for contacts. This allows you to search all existing contacts (whether individuals or companies) or create new contacts (search first and then you will get the option to create a new contact).

Attachments

The card looks similar to the card used to update an event. However, you cannot add an attachment until an Event exists. To add an attachment to a new event, create and save the event. You can then add attachments.

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