Event Setup Overview

Certain data elements must be established before events can be scheduled. These data elements determine options that are available for selection when adding and editing event records. They include Event Types, Event Meeting Types, and Customers with Customer Contacts. (See Customers or more information on creating Customers and Customer Contacts.)  These would be considered the "building blocks" of events, along with the date and time.

Additionally, event and event meeting Custom Fields may be configured to support optional event data that you would like to record. You must manually configure these lists to meet the needs of your institution.

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