Events
- 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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