Purpose To explain how to create Event Types. Video Directions 1. Click on Events & Activities. 2. Click on Setup. 3. Click on Event Types. 4. Click on "Add Event Type". 5. To add a new event type simply name the event type and add a short code. 6. ...
Purpose To give an overview of the features within the Events List of the Activities module. Video Directions 1. Navigate to Activities then select Event List. 2. Narrow down the event list with the advance search fields. 3. After selecting the ...
Purpose To explain how to create a Template within the Events & Activities Module Video Directions 1. Click on Events & Activities. 2. Click on Setup. 3. Click on Templates. 4. Click on Create Template. 5. Enter the required fields and click on ...
Purpose To demonstrate on how to enable the Payroll Summary within the Events & Activities module. Related Articles Adding Personnel to the Payroll Summary within Activities Updating Personnel in Payroll Summary within Activities Personnel Setup ...
Purpose To explain the features and demonstrate how to edit or delete the Payroll Summary tab within Activities module. Related Articles Methods to Create New Event within Activities Activities: Creating New Event / Event Tab Activities: Creating New ...