Event

Changes the user's invitation status (which is shown in the Invitation column of the Attendees tab) to Accepted.

This command is shown only for a potential attendee of the selected event.

Upon confirmation of the cancellation, changes the status of the event to Canceled and sends a notification about the cancellation.

This command is shown only for the event's owner.

When the owner of the event clicks this button, the system opens the Confirmation dialog box. If the owner clicks Confirm, the system closes the dialog box, changes the status of the event to Canceled, sends a cancellation notification by email to each invited potential attendee, and adds a row with the summary settings of this email to the Activities tab. If the owner of the event clicks Cancel in the dialog box, this action is not performed.

Changes the status of the event to Completed.

This command is shown only for the event's owner.

Changes the invitation status of the event to Declined.

This command is shown only for a potential attendee of the event.

Exports the calendar data of the event to a file in ICS (iCalendar) format. Files in this format can be imported into Microsoft Outlook or a similar application.

This command is shown for the event's owner, a potential attendee, or another user viewing the event.

Opens the Send vCard by Email dialog box, in which the user can type an email address in the Email box and click OK.

The system exports the calendar data of the event to a file in ICS (iCalendar) format, attaches the file to an email, and sends the email to the email address.

This command is shown for the event's owner, a potential attendee, or another user viewing the event.

The time zone in which the start time and end time of the event are specified. The combination of start time, end time, and time zone specified by the owner are treated as the actual event time.

This box appears on the form only for the event's owner.

By default, this box contains one of the following:

• The default time zone specified for all users in the system in the Login Time Zone box of the Site Preferences (SM200505) form (General Defaults section).
• The default time zone of the user currently signed in to the system if it differs from the default time zone specified for all system users. This time zone is specified in Time Zone box of the User Profile (SM203010) form (Personal Settings section).

The owner can select a different time zone in this box. If the event's owner changes the time zone after the start and end time have already been entered, the actual event time changes to the Start Time and End Time (which are unchanged) in the new time zone. Thus, for potential attendees of the event, the Start Time and End Time are adjusted to the new times.

If the owner of the event changes the time zone and clicks Save on the form toolbar, the Confirmation dialog box opens stating that the potential attendees who have been invited will be informed about the new event time. If the owner clicks Confirm, the system sends a rescheduling notification by email to each potential attendee who has been invited and adds the summary information about this email to the Activities tab. If the owner clicks Cancel, the system saves the changes but does not send the rescheduling notifications.

Two boxes with the start date and time of the event. All the potential event attendees can see the start date and time of the event converted to the default time zone of their user account.

If the owner changes the start date or time (or both) and clicks Save, the Confirmation dialog box opens stating that the potential attendees who have been invited will be informed about the new event time. If the owner clicks Confirm, the system sends a rescheduling notification for the event by email to each potential attendee who has been invited and adds the summary information about this email to the Activities tab. If the owner clicks Cancel, the system saves the changes, but does not send the rescheduling notifications.

Two boxes with the end date and time of the event. All the potential event attendees can see the end date and time of the event converted to the default time zone of their user account.

If the owner changes the end date or time (or both) and clicks Save, the Confirmation dialog box opens stating that the potential attendees who have been invited will be informed about the new event time. If the owner clicks Confirm, the system sends a rescheduling notification for the event by email to each potential attendee who has been invited and adds the summary information about this email to the Activities tab. If the owner clicks Cancel, the system sends the changes, but does not send the rescheduling notification.

A check box that indicates (if selected) that this is an all-day event.

Suppose that initial invitations have been sent when this check box was cleared. If the owner then selects this check box and clicks Save, the Confirmation dialog box opens stating that the potential attendees who have been invited will be informed about the new event time. If the owner clicks Confirm, the system sends a rescheduling notification for the event by email to each potential attendee who has been invited and adds the summary information about this email to the Activities tab. If the owner clicks Cancel, the system sends the changes, but does not send the rescheduling notifications.

If the All Day check box is selected when the time zone is changed, the system sets the time zone of the event to the default time zone of the owner and makes the Time Zone box unavailable for editing.

The event status to be displayed on the owner's schedule if it is public.

The owner can select one of the following options: Busy, Free, Out of Office, or Tentative.

A check box that indicates (if selected) that a reminder should be sent at a specific time. With the check box selected, in the Remind At box, the owner can select the option that describes when all attendees should be reminded, relative to when the event starts.

An option that indicates when the event attendees should receive reminders relative to when the event starts.

The box is available for editing to only the event's owner, who can select one of the following options:

• At the Time of the Event
• 5 Minutes Before
• 15 Minutes Before
• 30 Minutes Before
• 1 Hour Before
• 2 Hours Before
• 1 Day Before
• 3 Days Before
• 1 Week Before

This box appears on the form only if the Reminder check box is selected.

The owner of the event. By default, the system inserts the username of the event's creator.

The event's creator can change or clear the value in this box before the event has been initially saved. If the event has been saved with the box cleared, the system deletes the row with the summary information about the owner on the Attendees tab. The event's creator can specify the owner later.

The type of the entity that is associated with the event.

This box is empty by default.

The owner can select the type of the entity related to the event from the following predefined list of entity types:

• AP Document
• Appointment
• AR Invoice/Memo
• Business Account
• Campaign
• Case
• Contact
• Customer
• Employee
• Equipment
• Expense Receipt
• GL Batch
• Landed Cost Document
• Lead
• Marketing List
• Mass Email
• Opportunity
• Payroll Employee
• Project Issue
• Project Quote
• Purchase Order
• Purchase Receipt
• Request for Information
• Route Document
• Sales Order
• Sales Quote
• Service Contract
• Service Order
• Shipment
• SO Shipment Picking Worksheet
• Subcontract
• Submittal
• User
• Vendor

The entity of the selected type that is associated with the activity.

This box becomes available and required when the Related Entity Type box is filled in. If you change the type of entity in the Related Entity Type box, this box becomes blank, and you can select an entity of the newly selected type.

You can select an existing entity of the selected type by clicking the magnifier button; this opens the lookup table with the available records of the selected type.

If this entity is selected, you can click the Open button to the right of this box to open a new browser tab with the entity on the appropriate form.

If you select or change the related entity on the current form and the data entry form of this related entity has an Activities tab, the summary information about the activity on the current form will be copied to this tab of the data entry form. For example, if you associate the activity is associated with a specific lead, on the Activities tab of the Leads (CR301000) form, the system adds a row with the summary information about the current activity. If you change the entity selected in this box, the current activity will no longer be associated with the entity previously selected in this box.

The status of the event.

This box contains one of the following options:

• Open: The event has been created in the system, and it has not been completed yet.
• Completed: The event has been completed. That is, the owner has clicked the Complete command for it.
• Canceled: The event has been canceled by the event's owner.

The priority of the event.

The owner can select one of the following values: Low, Normal, or High.

The category of the event.

The owner can select one of the following predefined options: Green, Yellow, or Red.

A system administrator can add or remove the options on the Event and Task Categories (EP204040) form.

The event categories and highlighting can help users to easily identify the importance of the event. On the Events (EP4041PL) form, if highlighting has been defined for the category of a listed event, it is shown in the Category column.

The total number of overtime hours specified in the billable activities that are associated with the event and listed on the Activities tab.

The system calculates and inserts this value.

The total number of billable hours specified in the billable activities that are associated with the event and listed on the Activities tab.

The system calculates and inserts this value.

The total number of billable overtime hours specified in the billable activities that are associated with the event and listed on the Activities tab.

The system calculates and inserts this value.

Sends emails inviting the selected attendee to the event, changes the invitation status of the attendee (the Invitation column) to Invited, adds the row with the summary setting of this email to the Activities tab, and saves these changes. The owner clicks the row of the attendee before clicking this button.

If the selected attendee has already been invited to the event and the owner wants to send an updated invitation, the Confirmation dialog box opens with a message that the invitation has already been sent and will be sent again. If the owner clicks the Confirm button, the system sends a notification email inviting the attendee to the event, changes the invitation status of the attendee to Invited, adds the summary information about this email to the Activities tab, and saves these changes. If the owner clicks Cancel, the system neither sends the notification email nor saves the changes on the form.

This button appears on the table toolbar for only the event's owner.

Sends notification emails inviting all attendees to the event, changes the invitation status of the attendees (the Invitation column) to Invited, adds the summary information about this email to the Activities tab, and saves your changes.

If any attendees have not been invited, the system opens the Confirmation dialog box with a message indicating that the invitation will be sent to the potential attendees who have not been invited to the event. If the owner clicks the Confirm button, the system sends notification emails inviting those attendees to the event. It also changes the invitation status of those attendees to whom the invitation has been sent to Invited, adds the summary information about the emails to the Activities tab, and saves the owner's changes.

If all attendees have already been invited, the system opens the Confirmation dialog box with a message indicating that the invitation will be sent to all potential attendees, including those to whom it was already sent. If the owner clicks the Confirm button, the system sends notification emails inviting all attendees to the event. It also changes the invitation status of the owner from Accepted to Invited, adds the summary information about the emails to all attendees (including the owner) to the Activities tab, and saves the owner's changes.

This button appears on the table toolbar for only the event's owner.

The name of the potential attendee of the event.

The owner can select an attendee from a list of leads, contacts, and employees.

The email address of the potential attendee.

If the owner selects a lead, contact, or employee in the Contact box, the email address is inserted automatically. The owner can instead type an email address manually to send an invitation to the person with the email address.

The status of the invitation. The system updates the value automatically if the invitation is accepted or declined by the potential attendee, or if it is created, sent, canceled, or rescheduled by its owner.

This box contains one of the following options:

• Accepted: The status is assigned to an owner when the owner is specified for the event and a row for the owner is added on the Attendees tab. This status is also assigned to an attendee who is an employee of the company when the attendee accepts the invitation.
• Canceled: The status is assigned to an attendee when the owner has canceled the event to which the invitation has already been sent to this attendee.
• Declined: The status is assigned if the potential attendee, who is an employee of the company, has declined the invitation by clicking the Decline command on the More menu of the current form.
• Invited: The status is assigned to an attendee when the owner has sent the attendee the invitation to the event.
• Not Invited: The status is assigned if no invitation has been sent to an attendee.
• Rescheduled: The status is assigned to an attendee when the owner has rescheduled the event to which the invitation has already been sent.

Opens the Email Activity (CR306015) form in a pop-up window so that a new email can be created.

This button appears on the table toolbar for only the event's owner.

Contains a menu with the following commands that correspond to the list of activity types: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, and Create Work Item.

By clicking a menu command, the event's owner opens the Activity (CR306010) form in a pop-up window for the creation of an activity of the corresponding type.

To change the list of menu commands, the owner can add or remove activity types on the Activity Types (CR102000) form.

This button appears on the table toolbar for only the event's owner.

The type of the activity.

The type can be one of the following options: Email, Note, Chat, Escalation, Message, Phone Call, or Work Item.

The cost code with which this activity is associated to track project costs and revenue.

The column is shown only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.

The status of the activity.

This column contains one of the following options:

• Draft
• Open
• Processing
• Completed
• Approved
• Rejected
• Canceled
• Pending Approval
• Released