Setting Up an Event
To set up an event you must first give it a name and a description.
1. From the Navigator, choose Events -> Event to open the Event window.
2. Enter the name of the event in the Name field.
Use a name that is representative of the event, such as System 2000 Training Seminar or 1996 Industry Trade Show.
3. Describe the event in the Description tab.
Record information that all offerings of this event have in common. For example, if you are describing a training course, you may want to include details about the course content and a description of the intended audience.
This information is available to telesales representatives when enrolling a contact in an event offering by viewing the Event Offerings Summary window.
4. Enter any special requirements for the event.
See the task : To enter special requirements for the event.
5. Enter an event offering.
See the task : To review and update an existing event.
6. Choose Save on the toolbar to add the event to the database.
1. From the Navigator, choose Events -> Event to open the Event window.
2. Choose Enter from the Query menu.
3. Enter the event name you want to review in the Name field.
If you don't know the full event name you can enter a portion with wildcard characters.
4. Choose Run from the Query menu to perform the search.
If an event is located, it is displayed in the Event window. If not, enter less restrictive search criteria and run the query again.
5. Update any information in the Event window as required.
6. Choose Save on the toolbar to add the updated event to the database.
1. Select the Requirements sub tab.
2. Enter any special requirements for this event. For example, for a dance marathon you may want to list the dance prerequisites.
This information is available to sales representatives enrolling contacts in an event offering through the Event Offerings Summary window.
3. Choose Save on the toolbar to add the special requirements for the event to the database.
1. Select the Event Offerings sub tab.
The Event Offerings tab window is a display-only region.
2. If you are entering a new event for which you have not yet entered an event offering, this region is blank when you open it. Choose the New button to open the Event Offering window where you can describe a new offering.
3. If you have previously set up offerings for an event, you can view a list here. Drill down on a line containing a listed offering to open the Event Offering window. The window displays more details about the specific offering.
To name and describe a new event: