Manage Contacts on the Calendar Summary Slider

Permissions needed:
  • To add or edit contacts on events: Venue-Specific Access > Edit Event Contacts
  • To create new contacts: Accounts & Contacts > Edit

Managing contacts from the calendar summary slider allows you to quickly add or edit contacts for your events without leaving the calendar.

Add Contacts from the Summary Slider

  1. Find the event you want to manage contacts for on the calendar.
  2. Click the event to open its summary slider. If you're using the grid or day calendars, you may need to click View Summary after clicking the event to open its summary slider.
  3. In the Contacts section, click the + plus icon.
  4. Start typing to search for a contact.
  5. Select a contact or, if it is a new contact, type in the complete name. Click Create [Contact Name].
    1. Enter the contact's name.
    2. Set an email address and phone number for the contact. If your VenueOps account has email and phone types set up, you can select those, as well. For more information about email and phone types, please see Manage Email, Phone and Address Types.
    3. The account on the event will be automatically chosen. To change accounts, click the X icon to clear the field, and start typing to search for an account.
    4. Select an account or, if it is a new account, type in the complete name. Click Create [Account Name].
    5. The fields for account information will appear. Lead source and market segment are required, but no other account information is required.
  6. Select an event role for your contact (optional).
  7. When you have all the desired information entered, click Save.

Edit Contacts from the Summary Slider

  1. Find the event you want to manage contacts for on the calendar.
  2. Click the event to open its summary slider. If you're using the grid or day calendars, you may need to click View Summary after clicking the event to open its summary slider.
  3. In the Contacts section, click the edit pencil icon next to the contact you want to edit.
  4. Make any needed changes and click Save.
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