This part of the application is intended for employees and events’ planning, monitoring and control.
This module can be started from the top menu ‘Modules’ > ‘Events’.
Quick search
Intended for quick finding of Event(s) by one search criterion. Quick Events search searches through all Events in the database. To quickly find any Event or set of Events, enter ‘Quick search:’ and press the button . This search will find results by the entered value by any Event field.
For example, to find Events of specific date, enter the date ’05/09/2013′ and press the button “Magnifier Glass” – all Events on this date will be found.
Sets buttons
Intended for quick finding of Event(s) by specific defined criteria. As a standard, sets searches for Events among these values:
- Inbox – today’s and future Events, which do not have assigned Contact, Company, Project or Lead and specific date.
- 3-day period – Events, which are to happen within the next 3 days.
- Delegated – Events delegated by the working user.
- Unfinished – yesterday’s or older Events without the status ‘Finished’.
- Finished – yesterday’s or older Events with the status ‘Finished’.
Filters
Intended for quick finding of Event(s) by several search criteria. As a standard, filters search for Events in today’s and future Events. However, if you select the button of Events sets, search will be carried within the selected Set.
For example, after selecting the filter value from the field ‘Responsible’, the application will find all responsible person’s events among today’s and future Events. If you choose the Sets button, say, ‘Finished’, and only then add a filter, search will find all responsible person’s events from the past Events with the status ‘Finished’.
Update button
Updates the last search related to Events. The button is especially useful if the work is performed in multi-users groups, when one user delegates tasks to another. After pressing the button, new Events will appear, which will correspond to the last search criteria.
In this window, you will also be able to use the simple search. Perform the following steps: ‘View’ > ‘Search’. Button combinations for Mac OS: cmd+F, Win OS: ctrl+F.
Note. If you use the simple search, it is possible that you will see Events in the Actions sets. These Events will yellow and can be edited or deleted. If you do not want to see these Events in the list any more, on the bottom menu, press the button ‘Show all’. For more information about Actions sets (see page 88).
