You can create events on different types of objects: Third-parties (customers, prospects, suppliers...), projects, accounting vouchers (purchases and sales modules) or other objects (maintenance contracts, costing...).
Three types of events are available: tasks, appointments and notes.
Tasks and appointments can be viewed in the employee’s schedule in read-only mode. A modification can only be performed by double clicking on their sheet's schedule area.
Tabs and descriptions
Tabs | Description |
---|---|
Details | Enables the user to enter general information about the event like its category, owner or date. |
Child events | Enables you to view the events composing the main event. |
Authorization |
Allows you to indicate the level of requirement necessary to view the event information according to the level of confidentiality. |
History | Allows following the event evolutions and its modifications. |
Custom Data | Enables the display of custom data that you can configure (Setup > General Setup > Cross-cutting). |
See also...