Types

Types classify the different types of events or jobs you work with. Types are the lowest tier in a three tier  classification system you can define for events and jobs. The other two tiers are categories and classes.

Types are often used to:

  • Search and report on various event and job screens
  • Determine GL account(s) when creating journal entries
  • Assign a general description of the type of events you host
  • Classify potential business when using group profiles or event opportunities

Add a Type

  1. Click the Types link from the Main Menu. The Types screen opens.
  2. Click the Add button. The Add Type screen opens.
  3. Enter the following information:
    • Description - Name of the type.
    • Code - Unique alphanumeric value.
    • Text Color - Text color when the type displays in drop-downs and on screens throughout the system.
    • Background Color - Background color when the type displays in drop-downs and on screens throughout the system.
    • Scope - Determines if the type is available for events (Event), jobs (Job) or both events and jobs (Both).
    • Event Type Group - Group for the event type.
  4. Click OK.

Change a Type Description, Text Color, Background Color, Event Type Group or Scope

You can change the description, text color, background color, event type group and/or scope for the type after you have created it. When you change the description, text color, background color or event type group of a type, it updates wherever the type is used. If you don't want to update the already existing type data, then you must add a new type using the steps in Add a Type.

  1. Click the Types link from the Main Menu. The Types screen opens.
  2. Select the type to edit.
  3. Right-click and select Edit. The Edit Type screen opens.
  4. Update the description, text color, background color and/or event type group.
  5. Click OK.

When you change the scope of a type, you receive a prompt to select a type to replace the type that is no longer available for the event or job.

  1. Click the Types link from the Main Menu. The Types screen opens.
  2. Select the type to edit.
  3. Right-click and select Edit. The Edit Type screen opens.
  4. Update the scope. 
  5. Click OK. The Replace screen opens.
  6. Select the type from the drop-down to replace the removed type. 
  7. Click OK.

Inactivate a Type

If you no longer use a type but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a type inactive, it is no longer available for selection in the Type drop-down.

  1. Click the Types link from the Main Menu. The Types screen opens.
  2. Select the type to make inactive.
  3. Right-click and select Edit. The Edit Type screen opens.
  4. Check the Retire check box.
  5. Click OK.

Delete a Type

If you no longer use a type and don't want to keep a record of it, you can delete it. When you delete a type that is used, you receive a prompt to select a type to replace the type you are deleting. You cannot undo the delete or delete and replace process.

  1. Click the Types link from the Main Menu. The Types screen opens.
  2. Right-click on the type to delete.
  3. Select Mark for Delete.
  4. Click the Save button. If the type is used, the Replace screen opens.
  5. Select the type from the drop-down to replace the deleted type.
  6. Click OK.

Related articles

Comments

9 comments

Date Votes
  • Tony Costantino (DeBartolo Performing Arts Center)

    One example of where Event Type Color manifests is in the Booking Calendar. In addition to displaying the booking color by Status level, you can display the color of the event Type to which that booking is attached.

    0 upvotes

  • Brandy Leitner

    I created a new Type and added to existing events but, when pulling a report, those events don't show. Did I miss a step?

    0 upvotes

  • Wendy Thompson

    Hi Brandy,

    What report are you running?  Is it a Standard or Custom Report?  Is the new Type included as a search criterion for the report?

    Thanks,

    Wendy

    0 upvotes

  • Brandy Leitner

    It's something I created myself from the Functions screen. Yes, the new Type was added to search criteria but it's not showing those events in the list.

    0 upvotes

  • Wendy Thompson

    Thanks! 

    Is there any other search criteria included that might exclude those?

    If not, we'll either need more information here, perhaps a screenshot or two and the version you are using, or submit a case with good recreation steps and have it looked at.  I've done some basic testing in our testing databases and it's working for me, but there may be something specific in your workflow.

    Wendy

    0 upvotes

  • Brandy Leitner
    • Edited

    Our primary administrator is out today so I can't submit a ticket. I was hoping to fix the issue in the meantime but I'll wait until she's back so I can put in a ticket. Thank you

    0 upvotes

  • Wendy Thompson

    Sounds good, thanks!

    0 upvotes

  • Irene Cuevas

    How does one make this field required for back office users?

    0 upvotes

  • Sam Wilson
    • Edited

    Hello Irene,

    An administrator can configure a Field Restriction on each role to require selection of a Type option. An article is available in the Support Center at the following URL.

    https://supportcenter.ungerboeck.com/hc/en-us/articles/204557598-Field-Restrictions

    There is also a course available on Field Restrictions in the Learning Center for additional guidance.

    Regards,

    Sam

    0 upvotes

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