Event Screen

After an event is created, it is displayed as a standard CRM entity. The Event screen provides a summary of the event and includes several tabs for managing related information.

Event Summary

Displays the primary event information. Users can edit event details using the Change option or publish the event through the Actions section. Publishing allows the event to participate in CRM workflows, notifications, and email processes.

The top frame of the Event allows you to see all immediate details in summary about the Event.

Sub Event

Allows an event to be associated as a subset of another event, enabling multiple related events to be grouped together.

Equipment

Used to record equipment and other expense items associated with the event.

Equipment costs are reflected in the Event Summary and Budget Chart.

Attendance

Used to manage attendees for the event. Attendees can be added, removed, or assigned a status of Pending, Confirmed, or Cancelled.

_Companies

Associates company records, such as suppliers or partner organizations, with the event. Existing companies can be linked, or new company records can be created.

_People

Associates person records with the event by linking existing contacts or creating new ones.

_Cases

Records and manages cases related to the event using standard Sage CRM functionality.

_{Communications}

Provides a centralized location to record communications and tasks related to the event.

_{Opportunities}

Tracks sales opportunities generated from the event.

_Leads

Stores leads created as a result of the event.

_Documents

Stores and manages documents related to the event.

_Projects

Links projects from the Greytrix Business Manager suite to the event.

_Budgets

Links budgets from the Greytrix Business Manager suite to the event.

_Contract

Links contracts from the Greytrix Business Manager suite to the event.

Finally, CRM Event Manager is completely integrated into Sage CRM so that all the benefits of CRM including designs of user interface, customisation of fields, searching, reporting and document management are available to you. So for example, if you wish to run reports against Events you can do so through the Top Menu à Reports