Modifying an event

This feature enables you to send all the information related to the event by email.
1 | From the event, go to Edit > Send by email or click on |
2 | In the Send by email screen, specify the desired employees as recipients. |
3 | Select the email template and enter a subject. |
4 | Select the email's formats, attached documents if needed, and validate. |
The email including the event's information is sent.

This feature enables you to archive or to cancel the archiving of the current event. Once archived, it cannot be modified nor deleted, and it is not displayed in lists by default (e.g. Dashboard). The archived indicator is displayed in the event record sheet.
- From the event, go to Edit > Archive the event.
You can also archive an event linked to a third-party or an object directly from a record sheet:
1 | Open the record sheet (e.g. customer record sheet). |
2 | From the Linked events tab, right-click on the event and select Archive the event. |
The archived event is no longer displayed in the list.

This feature enables you to freeze the current event. A frozen event cannot be modified or deleted. The frozen indicator is displayed in the event record sheet.
- From the event, go to Edit > Freeze the event.

This feature called New event relating to the current event enables you to duplicate an existing event. This saves time by keeping custom data and linked third-parties in the new record sheet.

This feature enables you to make an event confidential or to make it accessible to everybody.
To automate event confidentiality, refer to the Creating an event section.
- From the event, go to Edit > Manage event confidentiality.

This feature enables you to turn an event into a sales or a training opportunity and therefore start the sales or training process. The opportunity is already filled in with the event's information.
- From the event, go to Edit > New management object > New opportunity or click on
.