Event (CR306030)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

You use this window to create a new event or view the details of an existing event.

Note: To make sure the event will be displayed at the proper time on any user calendar even if users work from different time zones, make sure your time zone is specified in the User settings (SM203010) window.

The window toolbar includes standard and window-specific buttons.

Button Description
Complete Changes the status of the event to Completed.

This action is available only to the event owner.
Cancel Changes the status of the event to Cancelled.

This action is available only to the user who created the event.
Actions Provides the following menu commands, which you can click to invoke actions:
  • Export:
    Exports calendar data to a file in the iCalendar format.
    Files in this format can be imported into Microsoft Outlook or similar applications.
  • Send card:
    Sends emails with calendar data to the specified potential attendees.

This tab contains general event-related information.

You can use the editor area, found at the bottom of the tab, to add comments about the event.
You can edit the text by using the buttons on the formatting toolbar, which give you the ability to edit text (including cut, copy, and paste), change its typographical treatment (including using boldface, italics, superscript, subscript, colour and highlighting), and format it (changing its alignment, indenting, or creating lists).

Element Description
Subject A brief description of the event, which can serve as its ID.
Location The location of the event.
Start time The start date and time of the event.
All day A check box that indicates (if selected) that this is an all-day event.
End time The end date and time of the event.
Category The category of the event.
Internal A check box that indicates (if selected) that the event is hidden from external users.
Show as The event status to be displayed on your schedule if it is public.
Reminder

This check box is not in use.
Remind at

This field is not in use.
Related entity description

The entity that this activity is associated with. For example, if you are creating an activity that is associated with a lead, this lead will be specified in the field by default.

To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.
Priority The priority of the event, which is one of the following values: Low, Normal, or High.
Status The status of the event: Open, Draft, Processing, Cancelled, or Completed.
Time spent The number of hours spent on the event.
Overtime The number of hours outside of work hours spent on the event.
Invoiceable time The number of hours spent on the event that can be invoiced.
Invoiceable overtime The number of overtime hours spent on the event that can be invoiced.

By using this dialog box, you can specify which entity relates to the activity whose data you are adjusting.

Element Description
Type The type of the related entity.
Entity The related entity of the type.
OK A button that causes the system to accept your changes and close the dialog box.
Cancel A button that causes the system to close the dialog box and cancel the selection.

This tab has a table that shows activities related to the event.

Button Description
Add Email Opens the Send (CR306015) window so you can send an email.
Add activity Contains a menu with options that correspond to the activity types in the system.
By clicking on a menu option, you open the Activity (CR306010) window, which you use to create an activity of the corresponding type.
Column Description
Type The type of the activity.
Invoiceable A check box that indicates (if selected) that the time spent on the activity is invoiceable.
Summary The summary description of the activity.
Status The status of the activity.
Start date The start date of the activity.
Time spent The number of hours spent to complete the activity.
Overtime The number of hours outside of work hours spent to complete the activity.
Invoiceable time The number of hours spent to complete the activity that can be invoiced.
Invoiceable overtime The number of overtime hours spent to complete the activity that can be invoiced.

By using this tab, you can select potential attendees for a new event. (For a new event, your name appears on the list automatically.)
For an existing event, you can view those invited and see whether they accepted the invitation.

Button Description
Invite Sends emails inviting the selected attendees.
Invite all Sends emails inviting all attendees.
Column Description
Name The name of the potential attendee to the event.
Email The email address of the potential attendee.
Comment Any comments relevant to why the attendee was invited, why the attendee has rejected the invitation, or why the attendee has accepted it.
Invitation The status of the invitation, which is one of the following options: Accepted, Cancelled, or Rejected.
The system updates the value automatically if the invitation is accepted or rejected by the potential attendee, or cancelled by its creator.