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What is the "Event Name" field for in a prospect / client folder?
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Last Updated
21st 2010f August, 2010

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Open a client / prospect folder.  Click the "Details" tab.  Click the "Edit" button.



Under the event name use the last name(s) of client and the type of event. Example, for a Bride & Groom use Smith/Blair Reception. So on the home page it will say Smith/Blair Reception. If left blank it pulls the last name of the client and the event type. So it may look like Smith Wedding Reception. It's very useful when John Doe hires you for an office party for the holidays. The event name could be Company ABC Holiday Party. If left blank it would appear as Doe Holiday Party.
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