Events & Functions

  • Events Across Time Zones

    Many corporations have campuses around the world and need to manage spaces on those campuses in one organization. The Events Across Time Zones feat...

  • Event Statuses

    Event statuses are used to indicate where an event is in the overall process. You can create and update event statuses from the Event/Job/Booking S...

  • Updating the Status Color for Events, Bookings, Jobs or Functions

    The colors that are used to designate the status for an event, booking, job or function are configured in the Event/Job/Booking Status screen.  To ...

  • Status Groups

    Status groups are used with individual statuses to create categories of statuses. For example, you may create a status group named Tentative that c...

  • Categories

    Categories classify the different kinds of events or jobs you work with. Categories are the highest tier in a three tier classification system you ...

  • Classes

    Classes classify the different kinds of events or jobs you work with. Classes are the middle tier in a three tier classification system you can def...

  • 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...

  • Confidential Events

    This article contains information about features in the 2024.2 release. Making an event confidential hides the event description and account in...

  • Event Indicators

    Event indicators are used to indicate the source of the business for an event. This information is often used for reporting purposes. Add an Event ...

  • Event Rankings

    Event rankings determine the order events with the same booking status appear on the Booking Calendar. Event rankings are also used with group prof...

  • Event Cancellation Reasons

    You can track and report cancelled and lost business trends related to events using Event Cancellation Reasons. When you cancel an event, you can s...

  • Adding the In Date/Time and Out Date/Time Fields to the Add/Edit Event Screen

    By default, the In Date, In Time, Out Date and Out Time fields do not display on the Add Event or Edit Event screen. To add these fields to display...

  • Sync Event In/Out Dates/Times with Event Start/End Dates/Times

    To save a step when creating new events, you can configure the system to sync the event in and out dates and times with the event start and end dat...

  • Reset the Event ID Sequence Number

    In some cases, you may need to define new values for the automatically generated event ID's, such as having a specific first number for each year. ...

  • Special Calendar Days (Holidays)

    You use special calendar days created to denote special days such as public holidays, important competitor events, etc. You can show these special ...

  • Configuring Events with Multiple Currencies

    If you are an event organizer planning events in different countries and continents, you may have the challenge of different currencies. If you org...

  • Default an Event Price List

    You can configure a price list to default into the Price List field for new events. You can configure a default price list: At the organization le...

  • Assign User Defined Fields (UDFs) to Events

    You use user defined fields (UDFs) to gather additional information about an event. Event UDFs are the same for all events in Enterprise. To learn ...

  • Default the Bill-To for New Events

    When you create a new event, you can configure the system to default the bill-to account and/or bill-to contact to: The event account with a diffe...

  • Automatic Notes for Events

    You can configure the system to create an automatic note on an event when the: Event status changes. The automatic note includes the status inform...

  • Event Sensitivity

    The event sensitivity is commonly used to control which events display on a public website for your organization. Below are the available sensitivi...

  • Event Management Configuration Screen - General Tab

    You use the Event Management Configuration screen to configure system behavior for the Event Management area of the software. Typically, this infor...

  • Event Management Configuration Screen - Defaults Tab

    You use the Event Management Configuration screen to configure system behavior for the Event Management area of the software. Typically, this infor...

  • Event Management Configuration Screen - Orders & Exhibition Tabs

    You use the Event Management Configuration screen to configure system behavior for the Event Management area of the software. Typically, this infor...

  • Event Access Privileges

    You use access privileges to control the information roles/users can add, edit, delete or view. You use access privileges in conjunction with acces...

  • Event Function Statuses

    Event function statuses are used to indicate where a function is in the overall process. You can create and update event function statuses from the...

  • Default Function Level Colors

    You can customize the default function colors used in text and background for each of the function hierarchy levels for your organization. Function...

  • Function Categories

    You use function categories to classify functions into groups. They are often used for reporting purposes. You can use function categories to group...

  • Function Usages

    You use function usages to categorize functions. For example, you can assign all catering functions (Breakfast, Morning Tea, etc.) to a Catering fu...

  • Function Topics

    Often when you are utilizing functions to represent sessions within an event, you can assign topics to functions to categorize related functions. F...