Fig. A See Fig. A above. This is the event type creation page. It is also the detailed event type information file which can be edited. The following sections are displayed on this page:
Event:
Name of Event - This is the name of the event type. Click in the text field and enter an event type name.
Use this Event - This field controls the use of the event type. Select a radio button option.
Event Description: This is the description of the event type. Click in the text paragraph and enter a description. Worksheets:
Primary Worksheet - This is the primary worksheet for this event type. Select a primary worksheet from the drop-down box. Worksheets are created under Setup > Event Planning > Worksheets.
Additional Worksheets - This is the additional worksheet(s) for this event type. Select an additional worksheet from the list. Select multiple additional worksheets by pressing CTRL and left mouse clicking the worksheets. Worksheets are created under Setup > Event Planning > Worksheets.
Venues:
Primary Venue Title - This is the primary venue for the event type. Click in the text field and enter a primary venue.
Second Venue Title - This is the second venue for the event type. Click in the text field and enter a second venue.
Third Venue Title - This is the third venue for the event type. Click in the text field and enter a third venue.
Fourth Venue Title - This is the fourth venue for the event type. Click in the text field and enter a fourth venue.
Timeline:
Default Timeline -This is the default timeline for the event type. Select a default timeline from the drop-down box. Timelines are created under Setup > Event Planning > Timelines.
Survey:
Default Survey - This is the default survey for the event type. Select a default survey from the drop-down box. surveys are created under Setup > Event Planning > Surveys.
Contract:
Default Contract - This is the default client contract for the event type. Select a default client contract from the drop-down box. Contracts are created under Setup > Paperwork > Contracts.
Employee Contract - This is the default employee contract for the event type. Select a default employee contract from the drop-down box. Contracts are created under Setup > Paperwork > Contracts.
Packages: This is the package(s) that pertains to the event. Select a package from the list. To select multiple packages press CTRL plus left mouse click. Addons: This is the addon(s) that pertains to
the event. Select an addon from the list. To select multiple addons press CTRL plus left mouse click. Discounts: This is the discount(s) that pertains to
the event. Select a discount from the list. To select multiple discounts press CTRL plus left mouse click. Time Restriction:
Start Date - This is the start date for the event type. Click in the text field and enter a start date or select a date from the calendar.
End Date - his is the end date for the event type. Click in the text field and enter a start date or select a date from the calendar.
Additional Documents: This is the additional documents for the event type. Select a document from the list. To select multiple discounts press CTRL plus left mouse click. Event Emails & Messages:
Name/Description of Person - This is the name / description of the additional person(s) to receive the e-mail. Click in the text field and enter a name / description of person.
Email Address - This is the e-mail address for the additional person(s) to receive the e-mail. Click in the text field and enter an e-mail address.
Message for this Person -This is the message for the additional person(s) to receive the e-mail. Click in the text field and enter a message for this person.
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