Manage Business events
You can add, modify and delete business events.
Add a Business event
- Navigate to .
-
Click
New.
The New business event dialog box is displayed.
- On the Category list, select the category to which you want to associate the event. By default, your working category is selected.
-
Enter a
Name for the event.
Note You can enter a maximum of 40 characters for a name.
-
Optional. Enter a
Description for the event.
Note You can enter a maximum of 255 characters for description.
-
To add
Fields, do the following:
- Click .
- Enter the Name for the field.
- Select either SingleLineOfText or Number as value for Type.
- Click Add.
-
Click
Save.
The event is added to the Business events page.
Modify a Business event
-
Navigate to
.
The list of business events is displayed.
- You can locate a business event to find a specific event or search for an event within a specific category.
-
Click the business event you want to modify.
The Edit business event dialog box is displayed.
- Make changes as needed.
- Click Save.
Delete a Business event
-
Navigate to
.
The list of business events is displayed.
-
On the context menu of the business event to delete, click
Delete.
On confirmation, the business event is deleted.