Booking a master event
- Select Events. The Events calendar page is displayed.
- Click New Master Event. The Master Event page is displayed.
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Specify this information in the Master Event
Details section:
- Master Event Name
- The name of the master event.
- Division
- The name of the division in which the master event must be booked.
- Restricted
- Select this check box to restrict details of the master
event from being displayed to all users.Note:
- Users with the Manage Own Restricted Events and Manage All Restricted Events rights are authorized to select this check box.
- A user with the Manage Own Restricted Events right can restrict the master events that are created by the user.
- All master events can be restricted, and all restricted master events can be viewed only if the user has the Manage All Restricted Events right.
- Primary Contact
- The contact person related to the event.
- Owner
- The default user who has logged on to the
application.Note: The default user can change the ownership to another user.
- Salesperson
- The default user who has logged on to the
application.Note: The default user can assign another user as the salesperson.
- Specify the payment mode and schedule along with the billing contact in the Billing Details section.
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Click Save.
Note: You can also use the Save and New Event with Function option to save the master event and add an event with function.