Add an event

1. From Events, select Add new and select the event type. For information about the items on this screen, refer to Add an Event Screen

2. Under General, enter a unique name and description to identify the event.

3. To further define the event, in the Category field, select the type of event, such as Banquet or Sporting event. Your organization configures the categories that appear.

4. To restrict access to the event information to only specific sites at your organization, under Sites, select the sites to use the event.

5. With Auctions, you can select whether the event is an auction event.

6. When you select Do not show event on calendar, the event will not be displayed on the event calendar view.

7. When you select Event allows designations on fees, you can apply fees to designations. You can select the designations on the Designations tab of the event record.

8. Only the receipt amount applies to the designation. This does not include the cost of the registration or benefits associated with the event.

9. Under Details, enter the start and end date and times of the event.

10. To track the effectiveness of team fundraising for the event, search for and select the team fundraising appeal to associate with the event.

11. Under Location information, search for and select the location where your organization hosts the event.

12. In the Room/Unit field, select the room or unit at the selected location used for the event. To add a new room to the location, select Add.

13. In the Capacity field, enter the total number of attendees the event can accommodate.

    Tip: The program tracks the event capacity with the number of registrations received for the event. While the event capacity does not have to match the location capacity, we recommend you not exceed the location capacity.

14. In the Contact field, search for and select the individual constituent who serves as a contact for the event location.

15. If the event is similar to another event, such as to add an instance of an event you hold each year, copy the settings from the other event.

    Note: When you add a multi-level event, the event options are determined by the event management template; the Copy options button will not appear.

    1. Select Copy options. The Copy from event screen appears.

    2. In the Copy from field, search for and select the event from which to copy settings.

    3. Select the settings to copy from the original event such as tasks, expenses, and invitations.

    4. Select OK. You return to the Add an event screen.

16. Select Save. The record of the new event appears.