Creating an event

You can create events for different types of objects:

  • third-parties (customers, prospects, suppliers, ...)
  • projects
  • management objects (sales and purchase)
  • other objects (maintenance contracts, cost assessment, phases, sub-phases, ...)

There are three types of events: tasks, appointments and notes. Tasks and appointments can be viewed from the employee’s schedule, in read-only mode only. To modify these events, double-click on the relevant schedule area to open the record sheets.