Adding new event types in Zoho Connect

Adding new event types in Zoho Connect

Overview

Add and customize new event types for your network. Once a new event type is added, members in your network will be able to create events under the new types.

Who can create a new event type?

Only the network admin can add a new event type.

How many event types can be added?

Network admins can create a maximum of 10 event types.

How to create a new event type?

  1. Click Events from the menu in the left.
  2. Click Settings, seen in the bottom-left corner of the page.
  3. Open the Custom Events tab.
  4. Click the Create button.

  1. Provide a name for the event type, (ex: Conference) and select the fields to be included in this type.
  1. Once done, click Create.

What happens when a new type is created?

New types will be automatically visible to all members who have the permission to create events. Members will be able to select the relevant type when they create the event.

Can event types be changed after the event is created?

Yes, once an event is created, the type can be changed by the user who has created the event by following the steps below:
  1. Open the event that you'd like to edit.
  2. Click the menu with the ellipses in the top-right part of the pop-out.
  3. From the dropdown, select Change Event Type.

  1. Select the new type to move your event to.
  2. The fields in this event will be mapped automatically to the fields in the selected type. Additional fields in the selected type will be included, and the other fields that do not match will be removed.

How to edit/delete an event type?

  1. Click Events from the menu in the left.
  2. Click Settings, seen in the bottom-left corner of the page.
  3. Open the Custom Events tab.
  4. Click the edit icon, next to the event type, to make changes to the name and the fields in the type.
  5. Click the delete icon to remove the type permanently.
  6. You can either move the existing events to another type before deleting the current type, or you can delete the type and all the events created under it.
Creating and customizing event types is available only in the enterprise plan.


    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training



                      Zoho DataPrep Resources

                        Zoho DataPrep Demo

                        Get a personalized demo or POC

                        REGISTER NOW


                          Design. Discuss. Deliver.

                          Create visually engaging stories with Zoho Show.

                          Get Started Now











                                              • Related Articles

                                              • Integrating Zoho Meeting and Zoho Connect

                                                What is Zoho Meeting? Zoho Meeting is an online conferencing solution that lets you conduct screen-sharing sessions, and make audio or video calls to your team members. Using this integration, you can start a session with any of your Connect groups ...
                                              • Integrating Zoho ShowTime with Zoho Connect

                                                What is ShowTime? Zoho ShowTime is a training tool that lets you deliver your presentations and gain feedback on a secure cloud platform. This tool also allows members who work from a different location to join your session. Learn more about ...
                                              • Event assistants in Zoho Connect

                                                Who are event assistants? Event assistants are members who have been assigned to attend meetings, observe, and report about them. They are very similar to invitees and they will also receive notifications regarding the event. They cannot, however, ...
                                              • Adding tags as a section action to Zoho Connect's boards

                                                Overview Automate recurring steps for the tasks within a specific section of your board by configuring section actions. Users can apply a set of actions, like assigning tasks to specific members, setting the due date or priority level to the tasks ...
                                              • Adding a checklist to tasks in Zoho Connect

                                                Overview Add a checklist to any task you create within a board or for private tasks. You can also assign each item on your list to any member. Adding checklist items can be done in both—the free and the enterprise versions. However, you will need to ...

                                              Resources

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                              Webinars

                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                              CRM Tips

                                              Make the most of Zoho CRM with these useful tips.



                                                Zoho Show Resources