Using the Events Screen

The Events screen is the central location for all events. It contains all the event information and you can perform all actions related to an event. 

Search on the Events Screen

The Search For field on the Events screen searches over the event description, event search and event ID. There are also many other search fields, also called filters, available on the screen including Start Date, Event Status, Category, Class and Type. 

You can use the available search fields to locate events, create views and create on-screen reports. To search on the Events screen:

1. Click the Events link from the Main Menu. The Events screen opens.
2. Enter and/or select your search values.
3. Click the Search button. A list of events matching the search criteria displays.

Display a Note on the Events Screen

You can display a note as a column on the Events screen. This is often used when all the events have a single common note like an event description or catering information. This makes the note more accessible and is often used to create on-screen reports.  

1. Click the Events link from the Main Menu. The Events screen opens.
2. Right-click on the column headers and select Show Columns. The Column Settings screen opens.
3. Select the Select Columns tab.
4. Click the arrow next to the Add Field button.
5. Select Add Note Field. The Add Note Custom Field screen opens.
6. Enter the name for the notes column in the Label field. For example, Catering Information.
7. Select the Note Class for the note you want to display in the column from the Note Class drop-down.
8. Select Plain Text to display the note without any HTML formatting such as bold and underline, or select HTML Text to display HTML formatting in the note in the Control Type drop-down.
9. Select the Access Type for the column. Access Type controls which users and/or roles can see the column.
10. Click OK. You return to the Column Settings screen with the column added to the Selected section.
11. Click OK. The column displays notes on the event that match the selected Note Class for the column. If there is more than one note with a matching note class, the note with the oldest Entered On date displays in the column.

Events Not Showing on the Events Screen

If you are searching the Events screen and cannot find a particular event, check the following:

• Search Filters - If the event does not match the search criteria, it does not display in the search results. Common search filters to check include Start Date, Status, and Type.
• Add/Change/Delete Events by Event Status Limit Access Privilege - If your organization uses the Add/Change/Delete Events by Event Status Limit access privilege and the status of the event is at a higher value than what is allowed for you, the event does not display in your search results. You (or your system administrator) need to modify the privilege and assign a higher status limit to yourself.
• Allow Event Modification by Event Account Rep/Salesperson - If your organization is using the Allow Event Modification by Event Account Rep/Salesperson access privilege and the event does not display, it may be because you are not the Account Rep/Salesperson for the event. You need to have someone with access to the event add you as an Account Rep for the event.
• The event is cancelled - If the event is cancelled and Ungerboeck is configured to not show cancelled events on the Event screen, then the event does not display. To view cancelled events on the events screen, see Cancel or Lost Events.