Event Management Guide

What is an Event?

The Events module in CRM LEAF allows users to schedule, manage, and track internal or external events within the organisation. Events can be meetings, webinars, project milestones, client calls, or any activity involving team members or clients. This helps improve coordination, reduce overlaps, and ensure transparency across teams.

How to Add an Event?

To create a new event:
Navigate to Others > Events.
Click on “Add Event”.
Fill in the event details as shown in the event creation form below.
Click Save to schedule the event.

Field	Description
Event Name	The title or subject of the event (mandatory).
Label Color	Choose a color code (e.g., #FF0000) to visually tag the event.
Where	Specify the location or platform (e.g., Zoom, Office Room 3).
Description	Add a brief summary or purpose of the event.
Starts On Date	Date when the event begins.
Starts On Time	Time when the event starts.
Ends On Date	Date when the event ends.
Ends On Time	Time when the event concludes.
Department	Select relevant departments (e.g., Sales, HR, Development).
Select Employee	Choose one or more employees to associate with the event.
Select Client	(Optional) Link a client if the event is client-facing.
Host	Mention the name of the event host.
Status	Define the current status (e.g., Scheduled, Completed, Cancelled).
Event Link	Add the online event link (e.g., Zoom/Meet link).
Add File	Upload files related to the event (e.g., agenda, presentation).

 

Quick Actions – Events

Action	How To
Add New Event	Go to Others > Events and click Add Event.
View Events by Day	Use the Day View to focus on events scheduled for a specific date.
Switch to List View	Toggle to List Format for a streamlined summary of all events.
Edit or Delete	Click on an existing event to edit details or delete it.

FAQ – Events Module

Q: Can I assign an event to multiple employees or departments?
A: Yes, you can select multiple employees and departments while creating or editing an event.
Q: Are clients notified when they’re added to an event?
A: Notifications are based on your organization’s settings. Ensure client alerts are enabled if required.
Q: What formats are available for viewing the events calendar?
A: Events can be viewed in Month, Week, Day, or List format for better planning.
Q: Can I attach documents or presentations to events?
A: Yes, you can upload related files during event creation or editing.
Q: Is it possible to link external meeting platforms (like Zoom)?
A: Absolutely. Use the Event Link field to add a clickable link to any external platform.