Events Terminology
|
Term |
Description |
|---|---|
| Organization Event | Object: This object houses information about the events themselves: The name of the event, the start and end dates/times, the maximum number of attendees, and so on and so forth. The Org Event object also contains rollup fields that provide the total number of registrants, cancellations, attendees, and more. Tab: This tab works like other “record tabs” you’ve seen elsewhere in the CRM (like Contacts or Applications, for example). You can use this tab to create list views for coming events to easily see how many visitors are expected. Interaction: The Org Event object only interacts with two objects in the CRM. The CSI object is the main relationship, and you can also choose to optionally associate the event to an Account. The Account relationship is useful if you’d like to record which events you hosted with or at a particular account in your CRM - particularly if your office leverages a heavy travel schedule during recruitment; it can be nice to see that data reflected on the Account object. |
| Contact Schedule Item | Sometimes called Event History, Contact Schedule Item (CSI) records define the relationship between the Contact and an Organization Event. This is where you’ll look to determine if a person has registered for, attended, or cancelled their participation in an event. These records also contain information specific to that particular Contact’s registration for an event- for example, the number of guests they plan to bring. Interaction: The CSI object also only interacts with two objects: The Org Event object and the Contact Object. As stated in the graphic above, data in the contact schedule item indicates that the Contact is connected to the event. Organization Calendar: This tab shows all upcoming org events on a color-coded calendar view that you can choose to display as a daily, weekly, or monthly view. The calendar also allows you to filter the events shown by the event owner, and you can create new events here as well. |
| Events APP | Organization Calendar Tab: Displays all upcoming org events on a color-coded calendar view that you can choose to display as a daily, weekly, or monthly view. The calendar also allows you to filter the events shown by the event owner, and you can create new events here as well. Organization Events Tab: Use this tab to create list views for coming events to easily see how many visitors are expected. |
| Sub Events | Also called multi-session or child events, a sub-event is an event dependent on creating a primary (or parent) event. If the primary event is canceled, the sub-events are also canceled. If the sub-event (s) is (are) canceled, the primary event is unchanged. This section lists any sub-events for the event you currently have open. Clicking the New Event button will create a sub-event for the event you edit. If you want to make the event you are currently editing a sub-event of an overarching primary event, use the Primary Event lookup field in the Preferences section to associate your event with the primary event. For additional information on multi-session events, see How to Create Multi-Session Events. |