Copying the details of a function to another event
- Select Events. The Events Calendar page is displayed.
- Double click the required event in the Event Calendar Legend section. The Event page is displayed.
- Select Copy Functions in the Functions section. The Copy Functions page is displayed.
- Select Copy to Another Event check box in the Event Options section.
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Specify this information to view a specific event:
- Event Date Between
- The date range to search for an event.
- Event Name
- The name of the event.
- Event Salesperson Name
- The name of the salesperson associated with the event.
- Event Status
- The status of the event.
Note: You can specify one or more details to sort the list of events. - Select the check box corresponding to the event name from the list displayed to copy the function.
- Select the required check box in the Function Copy Options section.
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Select the check box corresponding to the required function in the Select
Functions section to copy the details of the function to a new date.
Note: If there are multiple functions select the check boxes for the functions you require to copy.
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Select the date for which you require to copy the function in the Select
Function Dates section.
Note: You can select one or more dates to copy a function.
- Click Copy Functions.