Events Tab
This section describes the fields and actions on the table of the Events tab in the Opportunities workspace.
Table Fields
| Field | Description |
|---|---|
| Description | This field displays a description of the current event. |
| Contact Mode | This field displays the preferred method of contact to conduct the event. |
| Contact Person No. | This field displays the identification number of the contact person. |
| Employee | This field displays the name of the employee assigned to the current event. |
| Planned Starting Date | This field displays the date when an event is estimated to begin. Click the calendar icon to select or change the date. |
| Planned Ending Date | This field displays the date when an event is estimated to end. Click the calendar icon to select or change the date. |
| Status Changing Event | If you select this checkbox, the event becomes a status changing event. You can assign the new status in the New Event Flow Status field. |
| New Event Flow Status | Select the event flow status for the current event flow. |
| Closed | If you select this checkbox, you can no longer make any changes to the event. |
Table Actions
| Button | Description |
|---|---|
| +Add Event | Click this action to create a new event for the current opportunity. |
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Click this action to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click this action to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. |
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Click this action to maximize the table view.
Click this action to restore the default display size of the table. |
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Click this action to open the Customize Columns dialog box. |
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The Row Tools icon allows you to add lines/information to the lines of a record. For event lines, choose from the following actions:
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