Events Page Tab

All events are displayed here, similar to other forms:

Remember to use the “New Event” button at the bottom to add a new event or, better still, use Last Contact in the form’s action menu (accessible as always via a right click).  A Super User can set up additional event types in Configuration, speak to your Super User about this

Here’s an example of adding a note following an update call with a landlord, and setting a task to follow the conversation up.

1. Select the correct event type.
2. Enter details of the call in the notes box.
3. Tick 'Update Contact Dates' if you'd like the last contacted date for the landlord to be updated with today's date. 
4. Set a task (if necessary).  The task will display on your tasks “pod” on your homepage from the date due.
5. Save.