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Create or Edit an Event

An event is a meeting on your calendar. Events can be created from multiple places throughout the CRM.

Lightning
To create an Event from the Home page:
  1. Click View Calendar on the right. 
  2. Click New Event on the top right.
  3. Type the purpose of the Event in the Subject box.
  4. Select the Date and Times for this Event.
  5. If this is related to a specific Contact, enter that contact’s name in the Name box on the right.
  6. Enter the Location and a Description if needed.
    -  This will be sent to the contact if they were added in step 6.
  7. Click the Save button.
TIPS:
You can also double click anywhere on your calendar to add an Event right there.

To create an Event from a Contact’s page:
  1. Click on the New Event tab on the right.
  2. Type the purpose of the Event in the Subject box.
  3. Select the Date and Times for this Event.
  4. Enter the Location if needed.
  5. Click the Save button.

To edit an Event from your Home page:

  1. Click View Calendar on the right. 
  2. Click on the event you wish to edit.
  3. Click the Edit Event button.
  4. Make any changes needed, such as changing the Date or Time.
  5. Click the Save button.


To edit an Event from the Contact’s record:

  1. Click the drop down arrow to the right of the event
  2. Click Edit Event 
  3. Make any changes needed, such as changing the Date or Time.
  4. Click the Save button.

Classic

To create an Event from the Home page:
  1. Click on the Create New button on the left.
  2. Select Event from the drop down list.
  3. Type the purpose of the Event in the Subject box.
  4. Select the Date and Times for this Event.
  5. If this is related to a specific Contact, enter that contact’s name in the Name box on the right.
  6. To send the Event Invite to your contact, click the Add to Invitees link to the right of the contact’s name.
  7. Enter the Location and a Description if needed.
    -  This will be sent to the contact if they were added in step 6.
  8. Click the Save button.
    -  Or Save and Send Update to send the meeting request to the invited contact.
To create an Event from a Contact’s page:
  1. Hover over Open Activities at the top of the contact record.
  2. Click on the New Event button.
  3. Type the purpose of the Event in the Subject box.
  4. Select the Date and Times for this Event.
  5. If this is related to a specific Contact or Transaction / Property, enter that contact’s name in the Name box on the right.
  6. To send the Event Invite to your contact, click the Add to Invitees link to the right of the contact’s name.
  7. Enter the Location and a Description if needed.
    -  This will be sent to the contact if they were added in step 6.
  8. Click the Save button.
    -  Or Save and Send Update to send the meeting request to the invited contact. 
TIPS:
You can also double click anywhere on your calendar to add an Event right there.

Watch the video below to learn how to create an event:

To edit an Event from your Home page:

  1. Hover over the Event on your calendar that you want to edit.
  2. Click the Edit button.
  3. Make any changes needed, such as changing the Date or Time.
  4. Click the Save button.

* Or Save and Send Update to send the meeting request to the invited contact.

To edit an Event from the Contact’s record:

  1. Hover over Open Activities.
  2. Click the Edit link to the left of the Event you want to edit.
  3. Make any changes needed, such as changing the Date or Time.
  4. Click the Save button.

* Or Save and Send Update to send the meeting request to the invited contact.

TIPS: * Don’t forget to click the Save button!

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