Events
Open days, webinars and fairs. A full event waitlists; attending counts for far more than registering.
Where to find it
Address in the console: /crm/events
List · 11 columns · 15 fields on its form · 2 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Event | Code | event_no |
| Name | Text | name |
| Type | Status | event_type |
| Campaign | Text | campaign_name |
| Starts | Date and time | starts_at |
| Venue | Text | venue |
| Registered | Number | registered_count |
| Places left | Number | places_left |
| Attended | Number | attended_count |
| Turnout % | Number | turnout_pct |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Name required | Text | ||
| Type required | Choice | Configuration list | |
| Campaign | Choice | Looked up from existing records | |
| Description | Long text | ||
| Starts | Date and time | ||
| Ends | Date and time | ||
| Venue | Text | ||
| Location | Choice | Looked up from existing records | |
| Held online | Yes or no | ||
| Meeting link | Text | ||
| Capacity | Number | ||
| Cost | Number | ||
| Cost center | Choice | Looked up from existing records | |
| Owner | Choice | Looked up from existing records | |
| Status | Choice | planned, open, full, in_progress, completed, cancelled |
What you can do here
Register primary
Register an attendee
Asks for: Prospect Student Or a name Email Guests
Check in
Check an attendee in
Asks for: Registration*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.