Setting an Event on a case
Events in this situation are intended to be specific date / Time reminders for someone to action something. For example you need to call a client at 1pm on Friday.
If you are looking for a reminder tool, you should instead set a task reminder here: Setting a Task on a Case
Initial search
This guide assumes you are in the associated Case. If this is not the correct please Search for the Case first: Completing a Search
Go to the related tab
Locate "Open Activities and Select “New Event”
Fill in all of the relevant event fields
- Assign to: The event will automatically be assigned to the person creating the event, however you can change it to someone else.
- Subject: What do you want the person to do in order to complete the event? (IE: Meeting)
- Start Date Time: What time does the meeting start?
- End Date Time: What time does the meeting end?
- Private: Is this a private booking?
“Save” Event
Verify Event Creation
