: :  Modifying an Event

Sending an event by email

This function allows you to send by email all the information related to the event.

  1. From the event, go to Edit > Send by email or click on .
  2. In the Send by email screen, enter the employee recipient.
  3. Select the mail template and enter a mail object.
  4. Select the mail formats, attached documents or not and validate/

The mail containing the event's information is sent.

Archiving the event

This function allows you to archive or, on the contrary, to cancel the archive of the current event. Once archived, it cannot be modified nor deleted, and does not display by default in the lists (e.g. Dashboard). Archived is displayed in the event record sheet.

You can also archive an event you linked to a third-party or an object directly from a record sheet.

  1. Open the record sheet (e.g. customer record sheet).
  2. Under the Linked events tab, right click on the event and select Archive the event.

The archived event is no more displayed in the list.

Freezing the event

This function allows you to freeze the current event. A frozen event cannot be modified nor deleted. Frozen is displayed in the event record sheet.

Dupliquer l’événement

Cette fonction appelée Nouvel événement lié à l'événement courant permet de copier le contenu d'un événement à l'identique. Cela vous permet de gagner du temps en rapatriant les données personnalisées et les tiers liés dans la nouvelle fiche.

Managing event confidentiality

This function allows to make an event confidential, or on the contrary, to make it accessible gain.

To configure the automatic confidentiality of an event, read Viewing and Creating a Confidential Event By Default.

Creating an opportunity

This function enables the transformation of an event into a sales or training opportunity and triggers the sales or training process. The opportunity is already pre-filled.