Events Tab
This section describes the fields and actions on the Events tab of the Contact Companies workspace
Tab Fields
| Field | Description |
|---|---|
| Description | This field displays the description of an event linked to the current contact company.
Update the information as needed. |
| Contact Mode | This field displays the preferred way to reach out to the current contact company.
Update the information as needed. |
| Contact Person | This field displays the name of the contact person for the event.
Update the information as needed. |
| Employee | This field displays the name of the employee who is the main contact for the event.
Update the information as needed. |
| 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. |
Tab Actions
| Button | Description |
|---|---|
| + Add Event | Click this action to create a new event linked to the current contact company. |
|
Click this icon 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. |
|
Click this icon 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. |
|
Click this icon to maximize the table view. Click this icon to restore the default display size of the table. |
|
Click this icon to open the Customize Columns window. |
|
The Row Tools icon allows you to add lines/information to the lines of a record. For event lines, choose from the following actions:
|
