Your company's own calendar entries: meetings, deadlines, visits and days off. Each event has a date (in AD and BS), optional times, who owns it and who else it involves.
When to use it
- To put a meeting, a visit or a deadline on the calendar.
- To mark a company day off, so it counts as a holiday.
Where to find it
Accounts > Events.
The fields on this screen
| Section | Field (on screen) | What to enter | Required |
|---|---|---|---|
| Event | Event Kind | (not explained yet) | No |
| Event | Title | (not explained yet) | No |
| Event | Description | (not explained yet) | No |
| Schedule | Event Date | (not explained yet) | No |
| Schedule | BS Date | (not explained yet) | No |
| Schedule | End Date | (not explained yet) | No |
| Schedule | All Day | (not explained yet) | No |
| Schedule | From Time | HH:MM | No |
| Schedule | To Time | HH:MM | No |
| Schedule | Location | (not explained yet) | No |
| Assignment | Owner | (not explained yet) | No |
| Assignment | Assigned To | (not explained yet) | No |
| Assignment | Cost Center | (not explained yet) | No |
| Assignment | Status | (not explained yet) | No |
| Details | Holiday | (not explained yet) | No |
| Details | Amount | (not explained yet) | No |
| Details | Tags | (not explained yet) | No |
| Details | Notes | (not explained yet) | No |
| Details | Linked Entity Kind | (not explained yet) | No |
| Details | Linked Entity Id | (not explained yet) | No |
| Details | Linked Feature Id | (not explained yet) | No |
Adding a record
- Open Accounts > Events and click Add / New.
- Pick the Event Kind, and enter a Title and, if useful, a Description.
- Set the Event Date (the BS Date follows it), and an End Date for events longer than a day.
- Tick All Day, or enter From Time and To Time.
- Choose the Owner and anyone it is Assigned To, and the Cost Center if it belongs to one.
- Save.
Tips and common mistakes
- Tick Holiday to make it a company day off. Your calendar then counts it as a holiday, and the working day count for the month drops by one.
- The Linked Entity boxes are filled in when an event is made from another record. Leave them blank when you add an event yourself.
- Depending on your role, this list may show everybody's events, not only yours. If people should see only their own, set their role's records to "Own only" in Access Roles.