Add, Edit and Delete Events
- Agents can manually create events and associate them with tickets.
- Map events with their related tickets in an XLS or CSV file and import them.
- Click the Activities module.
- In the Activities Home page, click Events on the bottom of the left panel.
- Click the Add icon (
) from the top bar.
- On the Add Event page, fill in the details about the event.
- Click Submit.
- Events are not automatically closed at the specified end date and time. They are considered closed, only when their status is updated as Completed.
- The status, Completed, is a system defined field. An alternate custom field with the same label will not close the event automatically.
- Open an event in its detail view.
- In the Event Details page, click the Attachments tab.
- Click the Add icon (
- Alert through Pop-up
- Alert through Email
- Alert through SMS
- Open the event for which you want to set reminders.
- In the Event Details page, click the Edit icon (
) in the header.
- Toggle the Set Reminder option to ON.
- Choose the amount of time before the event start time when you want a reminder; the default is 1 minute.
You can also set the specific date and time when you want event reminders. - Choose Alert Through Pop-up, Email or SMS as required.
- Click Save.
- Open an event to view its details.
- Click the Edit icon (
- In the Edit Event page, perform the necessary edits and click Save.
- Open an event to view its details.
- Click the Delete icon (
) in the header of the event details page.
- Click Delete to confirm.
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