Adding placeholder events to sites with Quick Entry

  1. Select Events. The Events calendar page is displayed.
  2. Click Quick Entry on the Toolbar section to add Quick Entry placeholder events to sites.
  3. Select multiple sites to which event placeholders are to be added.
    Note: You must select the check box(s) corresponding to the name of the sites to select the dates on the calendar.
  4. Click Master Event Details and specify the required details.
  5. Click Event Function Details and specify the required details.
  6. Specify the name of the event.
  7. Click on the Lookup icon to select the appropriate name of the primary contact.
    Note: If Primary Contact is linked to the account, name of the primary contact is defaulted in the field in the Toolbar section, however, this value cannot be modified.
  8. Select the appropriate status option in the Event Status field for the dates selected on the calendar.
    Note: 
    • The value set in the First Available Option Hold field of the User Preferences page, is displayed in the Next Available Hold option.
    • The Option Holds are displayed with a badge only for the Month view on the event calendar.
    • You can click the badge to view the information. The status badge can be used to modify the status of the specific date.
    • You can select a date and hold the Shift key to select a range of date and status selected in the Event Status field is defaulted for the date range.
  9. Click Save.