How to Access an Event List
Accessing an Event List
From the main menu, mouse hover over, or click, the Event menu, then click the Work with Event records 1 option.
The Event Type List is displayed. Use the Column Headers 1 to Filter, search and navigate the Event List. To show the closed and archived Event records, Select and Un-select the
Show ClosedandShow Archived2 options (these records, if they exist, will display into the Event List as soon as an option is chosen).
Add a new Note on List
Click the Add Note icon on the Event record in the Event List.
Enter the Note text in the edit area 1, and click the Save 2 icon to save this note. (Or, click the Cancel 3 icon to stop adding the Note.)
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The Note is added to the Notes list. Open the Event record to view the Notes list on the Notes tab.
Add a new Attachment on List
Click the Add Attachment icon on the Event record in the Event List.
The
Add Attachmentwindow displays. click the Browse 1 button and select your Attachment, or directly drop Attachment in the Drop files 2 field. (Or, click the Cancel 3icon to stop adding the Attachment.)
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After a few moments, the Attachment will load from this field into the Attachments list in a sequence shown above. Open the record to view the Attachment list on the Attachment tab.C
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