Events Management

 

events_management About Events Management

Learn how to access Events Management features.

 

info 16If you do not have access to Events Management from your user menu, contact your ClearView administrator to discuss your permission settings.

 

 

 

 

Events Management Overview                                      camera 60     steps 60 
Accessing Events Management           steps 60 
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event_code Event Code Administration


Easily access event-related code tables generally found in Table Maintenance.

 

          
Event Code Administration Overview                     camera 60     steps 60 
How to use Event Code Administration            steps 60 
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work with events Work with Events

Plan and create events of any type, and set up and track all associated activity.

Work with Events Overview                               camera 60    steps 60 
To access and navigate throughout an event record            steps 60 
To create a new event record            steps 60 
To access records associated with an event            steps 60 
To perform a Quick Action task associated with an event            steps 60 
To edit an event record            steps 60 
To edit fields in the Event Location and Event Preference sections            steps 60 
To edit a field within an event record            steps 60 
To change an Event Type on an event record            steps 60 
To configure an event record            steps 60 
To delete an event record            steps 60 

 


  
elements and expenses Elements and Expenses

Associate budget or miscellaneous expenses with an event.

Elements and Expenses Overview                               camera 60    steps 60 
To create a new elements and expenses record            steps 60 
To access records associated with an elements and expenses record            steps 60 
To add an attachment to an elements and expenses record            steps 60 
To edit an elements and expenses record            steps 60 
To edit a field within an elements and expenses record            steps 60 
To configure an elements and expenses record            steps 60 
To delete an elements and expenses record            steps 60 

  
event fees Event Fees

Set up event fees to associate them with an event’s registration records.

          
 
Event Fees Overview                               camera 60    steps 60 
To create a new event fee            steps 60 
To edit an event fee            steps 60 
To edit a field within an event fee record            steps 60 
To configure an event fee            steps 60 
To delete an event fee            steps 60 

 


  
event groups Event Groups

Set up event groups to associate them with an event’s registration records.

          
 
Event Groups Overview                               camera 60    steps 60 
To create a new event group            steps 60 
To access records associated with an event group            steps 60 
To perform a quick action task associated with an event group            steps 60 
To edit an event group            steps 60 
To edit a field within an event group record            steps 60 
To configure an event group            steps 60 
To delete an event group            steps 60 

 


  
event positions Event Positions

Create positions within an event group for assigning to registrants.

          
 
Event Positions Overview                               camera 60    steps 60 
To create a new event position            steps 60 
To access an event position            steps 60 
To edit an event position            steps 60 
To edit a field within an event position record            steps 60 
To configure an event position            steps 60 
To delete an event position            steps 60 

 


  
gifts Gifts

Donate gifts to an event or in support of an event participant.

          
 
Gifts Overview                               camera 60    steps 60 
To navigate within a gift record            steps 60 
To use quick actions on a gift record            steps 60 
To view records associated with a gift record            steps 60 

 


  
registration names Registration Names

View names attached to event registration records.

          
        
Registration Names Overview                               camera 60    steps 60 
To access the registration names data table            steps 60 
To edit a registration name detail record            steps 60 
To edit a field within a registration name detail record            steps 60 
To configure a registration name detail record            steps 60 
To delete a registration name detail record            steps 60 

 


  
registrations Registrations

Use Registrations to register prospects for your events and track their participation.

          
 
Registration Overview                               camera 60    steps 60 
To view a registration record            steps 60 
To create a new registration            steps 60 
To add additional Fees to a Registration            steps 60 
To view, edit or delete Fees on a Registration            steps 60 
To add Guests to a Registration            steps 60 
To view, edit or delete Guests on a Registration            steps 60 
To edit an entire Registration record            steps 60 
To edit a field within a Registration record            steps 60 
To review any Actions, Gifts, Payments, Premiums or Registration Fees associated with a Registration            steps 60 
To configure a Registration            steps 60 
To delete a Registration            steps 60 
volunteers Volunteers

Use Volunteers to associate event-related volunteer activities with a prospect.

          
 
Volunteer Overview                               camera 60    steps 60 
To view a volunteer record            steps 60 
To add a new volunteer record            steps 60 
To edit an entire volunteer record            steps 60 
To edit a field within a volunteer record            steps 60 
To configure a volunteer record            steps 60 
To delete a volunteer record            steps 60 
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