: :  Event Modules

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

Events Module
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...

Creating an Event

Modifying an Event