Own events

The CRM interface > Tasks > Own Events displays a list of events created by the user logged into the system, as well as all of their customers’ events. The interface consists of Header (1), Filter (2) and List (3):

In the Header (1) is the name of the report and the button to hide/show the filter.

Filter (2) controls the Results (3) and can filter in the following ways:

OptionDescription
From date – to dateFilter based on when the event took place/will take place
TypeSelect from the drop-down menu which event type(s) you want to display in the result
SearchFree text search field
StatusFilter by event status- active/completed

The result (3) is a list of events based on the criteria you specified, with the following columns:

ColumnDescription
ClientEvent Contractor
Opens a counterparty file
TypeEvent type
DateDate of the event
TopicTheme of the event
DescriptionEvent description
Contact personsContact person of the counterparty to which the event is associated
Related usersRelated users in the event
PhonePhone
eMaileMail
StatusEvent status – active/completed
Opens the event file
Редакция