Event Types

New

Select “New” to create a new Event

Edit

Edit existing Event type to make changes

Clone

Cloning will create a new event and duplicate the exact information from the existing event. After cloning, you can modify any specific details (e.g Description and notes). Reduces time setting up new events that have the same characteristics

Delete

Makes the record inactive. Can be reactivated

Address Book

Specify if address book information is required for an event. Can be set as Not related (not required), optional or mandatory and mandatory to include a job number. This option is mandatory if you want to access external (client/supplier) contacts on the event such as an external meeting event

Default whole day event

Default whole day event is a calendar entry that spans an entire day, without specifying exact start and end times within the day. Common events to default whole day are leave events and birthdays

Default plan type

Different plan types like, Tentative, Busy, and Leave help define the status of an event and how it impacts your availability. These types can be set for specific event types such as leave

Default alert

Default alerts are automated notifications set to remind users of up and coming active diary events

Default repeat every

Default repeat events are recurring events automatically scheduled at regular intervals, such as daily, weekly, monthly, or yearly, in active dairy

Lock repeat

Restricts the settings of a recurring event to prevent changes