Event (CR306030)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

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

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.

The Details tab

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.

The Select entity dialog box

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.

The Related activities tab

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.

The Attendees tab

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.