{"id":24368,"date":"2024-06-12T13:31:48","date_gmt":"2024-06-12T11:31:48","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/crm\/crm-settings\/event-types\/"},"modified":"2024-06-12T13:31:53","modified_gmt":"2024-06-12T11:31:53","slug":"event-types","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/event-types\/","title":{"rendered":"Event Types"},"content":{"rendered":"\n<p>For each counterparty you have the possibility to describe different events. This helps to leave a trail of communication with the customer, especially in organizations with multiple salespeople. In the system, you have the ability to set up different types of events that make sense for your organization.<\/p>\n\n<p>This page allows you to create and organize event types. The screen is divided into two parts: <strong>Header<\/strong> (1) and <strong>List<\/strong> (2).<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1922\" height=\"881\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/tipove-subituq.jpg\" alt=\"\" class=\"wp-image-20377\" srcset=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/tipove-subituq.jpg 1922w, https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/tipove-subituq-768x352.jpg 768w, https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/tipove-subituq-1536x704.jpg 1536w\" sizes=\"(max-width: 1922px) 100vw, 1922px\" \/><\/figure>\n\n<p>In the Header (1) you see an <span class=\"btn icon-plus-circled\">Event Type <\/span> button , which you can use to add a new event type.<\/p>\n\n<p>The list (2) consists of the different event types you have entered in the system.  <\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Column<\/td><td>Description<\/td><\/tr><tr><td>Code<\/td><td>Event type code<\/td><\/tr><tr><td>Name  <\/td><td>Event type name<\/td><\/tr><tr><td>Status<\/td><td>Active \/ Archived<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>You can perform the following actions on the list:<\/p>\n\n<ul><li>Arrows &#8211; change the position of an event;<\/li><li>Edit &#8211; edit an event;<\/li><li>Archive\/Activate &#8211; archive\/activate an event.<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>For each counterparty you have the possibility to describe different events. This helps to leave a trail of communication with the customer, especially in organizations with multiple salespeople. In the system, you have the ability to set up different types of events that make sense for your organization. This page allows you to create and [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23616,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Event Types - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/event-types\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Event Types - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"For each counterparty you have the possibility to describe different events. 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