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Event Planning
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There were 17 articles found in this category:
 Event - New Event
Event Planning > New Event Fig. A See Fig. A above. This is the new event creation page. It is also the detailed event file which can be edited. The following sections (commonly referred to as tabs) are displayed on this page: Summary Tab: The summary tab provides a basic summary of the ...
- New Event Worksheet
New Event Worksheet Fig. A See Fig. A above. This is the create new event worksheet screen. It can be used to quickly collect basic information from a prospect upon first speaking with them after you have determined if their event date is available. Select the prospect's event date from the ...
- Gigbuilder : Approved Time Off
Event Planning > Time Off > Approved: Fig. A See Fig A. above. This view displays all approved time off requests. A "New Time Off" button is also provided to create a new time off request. Using the search bar along the top of each column will automatically limit the approved time off ...
- Gigbuilder : Pending Time-Off Requests
Event Planning > Time Off > Pending: Fig. A See Fig A. above. This view displays all pending time-off requests. Using the search bar along the top of each column will automatically limit the time-off requests listed to what is being searched for. A red "Clear" link is provided to clear ...
- Gigbuilder : Completed Events
Event Planning > Events > Completed Events Fig. A See Fig A. above. This view displays all the completed events "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column will ...
- Task : New Appointment/Meeting
Task : New Appointment/Meeting Fig. A See Fig A. above. This is the new appointment/meeting creation screen. The following sections are displayed on this page: Title: This is the title given for the appointment/meeting. Click in the text field and enter a name for the appointment/meeting. ...
- Task : New Task
Task : New Task Fig. A See Fig A. above. This is the new task creation screen. The following sections and buttons are displayed on this page: Task Name: This is the name given for the task. Click in the text field and enter a name for the task. Description: This is the description for the ...
- New Blackout
Event Planning > New Blackout: Fig. A See Figure A above. You may come across times when you, one of your employees, or systems may not be available. The Blackout/Time Off feature will make the chosen employee or system unavailable based on the criteria you select for a given event date. ...
- Gigbuilder : Blackout Dates
Event Planning > Events > Blackouts Fig. A See Fig A. above. This view displays all blackout dates. Time off requests are not displayed on this page. A "New Blackout" button is also provided to create a new blackout. Using the search bar along the top of each column will automatically ...
- Gigbuilder : Current Events
Event Planning > Events > Current Events: Fig. A See Fig A. above. This view displays all confirmed and pending events as well as all blackouts. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar a ...
- Gigbuilder : Post-Production Events
Event Planning > Events > Post Production Fig. A See Fig A. above. This view displays all post-production events. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column wi ...
- Gigbuilder : Current Events by Employee
Event Planning > Events > Current by Employee: Fig. A See Fig A. above. This view displays all confirmed and pending current events by employee as well as all blackouts. Using the search bar along the top of each column will automatically limit the events listed to what is being searche ...
- Gigbuilder : Public Events
Event Planning > Events > Public Events: Fig. A See Fig A. above. This view displays all confirmed public events. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. Using the search bar along the top of each column wil ...
- Gigbuilder : Current Events by Date Modified
Event Planning > Events > Modified Events: Fig. A See Fig A. above. This view displays all confirmed, leads, pending and post production events that have been modified. "New Event", "New Task", and "New Appointment" buttons are also provided to create a new event, task, and appointment. ...
- Gigbuilder : Imported Leads by Source
Event Planning > Imported Leads > Manage By Source Fig. A See Fig A. above. This view displays all imported leads by source. A "Delete Selected Items", and "Delete Last Import" button is also provided to delete the imported leads. Using the search bar along the top of each column wil ...
- Gigbuilder : Imported Leads by Date
Event Planning > Imported Leads > Manage By Date Fig. A See Fig A. above. This view displays all imported leads by source. A "New Event", "New Task", "New Appointment", and "Delete Selected Items" button is also provided to create a new event, task, appointment, or delete the imported ...
- Gigbuilder : Event Next Actions
Event Planning > Reminders > Next Actions: Fig. A See Fig A. above. This view displays all event next actions. A "New Event", "New Task", and "New Appointment" button is also provided to create a new event, task, and appointment. Using the search bar along the top of each column will a ...
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