Events Tab

This section describes the fields and actions on the Events tab of the Opportunities workspace

Tab Fields

Field	Description
Description	This field displays a description of the current event. Update the information as needed.
Contact Mode	This field displays the preferred method of contact to conduct the event. Update the information as needed.
Contact Person No.	This field displays the identification number of the contact person. Update the information as needed.
Employee Name	This field displays the name of the employee assigned to the current 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.
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.

Button	Description
+ Add Event	Click this action to create a new event for the current opportunity.
	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: Delete Event - Click this action to remove an event from the current opportunity. Revert - This action appears when you are adding a new event and allows you to undo your changes.