{"id":23592,"date":"2024-06-12T13:26:03","date_gmt":"2024-06-12T11:26:03","guid":{"rendered":"https:\/\/docs.prim.io\/events\/"},"modified":"2024-06-12T13:26:15","modified_gmt":"2024-06-12T11:26:15","slug":"events","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/events\/","title":{"rendered":"Events"},"content":{"rendered":"\n

Through the events in Prim.IO, users can report phone calls, meetings, e-mail communication and any other kind of communication with contractors, thus making it available to their colleagues. Depending on the user’s preference, events can be public, private or shared with other users. You can read more about this on the event creation page<\/a>. <\/p>\n\n

The CRM interface > Tasks > Events history displays a list of all public, owned and shared events with the user and consists of a Header (1)<\/strong>, Filter (2)<\/strong> and List (3)<\/strong>: <\/p>\n\n

\"\"<\/figure>\n\n

In the Header (1)<\/strong> is the name of the report and the button to hide\/show the filter. <\/p>\n\n

Filter (2)<\/strong> controls the Results (3) and can filter in the following ways:<\/p>\n\n

Option<\/td>Description<\/td><\/tr>
From date – to date<\/td>Filter based on when the event took place\/will take place<\/td><\/tr>
Type<\/td>Select from the drop-down menu which event type(s) you want to display in the result<\/td><\/tr>
Search<\/td>Free text search field<\/td><\/tr>
Status<\/td>Filter by event status- active\/completed<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

The result (3)<\/strong> is a list of events based on the criteria you specified, with the following columns: <\/p>\n\n

Column<\/td>Description<\/td><\/tr>
Client<\/td>Event Contractor<\/td><\/tr>
<\/a><\/td>Opens a counterparty file<\/td><\/tr>
Type<\/td>Event type<\/td><\/tr>
Date<\/td>Date of the event<\/td><\/tr>
Topic<\/td>Theme of the event<\/td><\/tr>
Description<\/td>Event description<\/td><\/tr>
Contact persons<\/td>Contact person of the counterparty to which the event is associated<\/td><\/tr>
Related users<\/td>Related users in the event<\/td><\/tr>
Phone<\/td>Phone<\/td><\/tr>
eMail<\/td>eMail<\/td><\/tr>
Status<\/td>Event status – active\/completed<\/td><\/tr>
<\/a><\/td>Opens the event file<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

Through the events in Prim.IO, users can report phone calls, meetings, e-mail communication and any other kind of communication with contractors, thus making it available to their colleagues. Depending on the user’s preference, events can be public, private or shared with other users. You can read more about this on the event creation page. 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