HomeEvents/TrainingOverviewAdd an event/training course

1.5. Add an event/training course

New event/training course records can be created by navigating to Main Menu -> Events/Training -> Add Event/Training.

 

Once selected, a pop-up window will open to enable the user to log the details for the new event/training course record. To add a confirmed event/training course, leave the Date Not Confirmed checkbox unchecked. This will allow you to enter date/time fields.

 

Add the details within the Add New Event window and then click Submit.

When adding the record name, RubiCRM will perform a search to locate any event/training records with a similar name.

After the submit button is selected, a pop-up window will appear with three options: Open Event, Add Another Event and Finish.

Knowledge Tags

This page was: Helpful | Not Helpful