Events

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• About Event Tags
• Add Event Tags
• Add Event, Series, and Account Notes
• Copy All the Things: An overview of how to copy events and event details
• Create a Custom Event List/Report
• Create Event Summaries, Hold Confirmations, and Other Event Documents
• Edit an Event Tag
• Edit Event, Series, and Account Notes
• Event Document Management (Feature Focus Webinar)
• Event List View Gallery
• How can I see the history of an event or account?
• Remove an Uploaded Document or Link
• Remove Event, Series, and Account Notes
• Send Event Summaries, Hold Confirmations, and Other Event Documents
• Staff Assignments and Contact Roles (Webinar)
• Staff Assignments for Events and Functions
• Tag an Event
• Tax-Exempt Accounts and Events
• Track Attendance
• Update the Event Name, Description, and Other General Information

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