Events Tab
This section describes the fields and actions on the table of the Events tab in the Contact Companies workspace.
Table Fields
| Field | Description |
|---|---|
| Description | This field displays the description of an event linked to the current contact company. |
| Contact Mode | This field displays the preferred way to reach out to the current contact company. |
| Contact Person | This field displays the name of the contact person for the event. |
| Employee | This field displays the name of the employee who is the main contact for the 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. |
Table Actions
| Button | Description |
|---|---|
| + Add Event | Click this action to create a new event linked to the current contact company. |
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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 actionto 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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