Creating Events
The following procedure includes the basic information you need to create an event from a record or transaction. For detailed information about events, see Working with Events.
To create events from records and transactions:
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On the Communication subtab, click Activities.
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To create an event, click New Event.
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In the popup window, complete the following required fields:
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Title – Enter a name for the event.
This name is the subject line of the e-mail sent to those invited to the event. It also appears on your calendar and theirs.
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Event Access – Select how the event appears to others who have access to this calendar.
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Public – Everyone with access to your calendar can see this event and its details.
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Private – Only you can see this event on the calendar.
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Show As Busy – Everyone with access to your calendar will see this time as busy.
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Organizer – Select the person who's organizing this event. The event organizer is automatically set as an accepted attendee for the event.
If you edit the event to change organizers, the new organizer isn't automatically added to the attendee list.
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Status – Select the status for the event from the following options:
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Confirmed – The event is definitely happening.
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Tentative – The event might happen.
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Canceled – The event won’t happen.
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Date – Enter a date or click the calendar icon to select a date for this event.
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Complete the following additional fields if needed:
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Location – Enter where the event will take place.
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Reserve Time – Check this box if this event requires reserved time on your calendar, such as an hour meeting or another time period you want others to see as not available.
Clear this box for items you want to include on your calendar but don't have a set time, such as birthdays and anniversaries.
If you check Reserve Time, the following fields are available:
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Start Time – (Required) Select when the event starts.
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End Time – (Required) Select when the event ends.
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Reminder Type – Select how the organizer should be reminded before the event starts.
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Reminder – Select when to send the reminder before the event starts.
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Message – Enter the message you want to appear in the email invitation that is sent to attendees and is shown on the event record.
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To invite people to the event, click the Attendees subtab.
For instructions to complete this subtab, see Sending Event Invitations.
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Click Save.