Events are used to keep track of all your interactions with your Clients. You may want to see all the Events that all your Group have had with this Client before you meet with them next. Or you may have just had a meeting with multiple Clients and want to update them en masse. Editing a single Client record is useful to add one Event to one Client, but it is much faster to use the Add Event feature to update several Clients at once e.g. if you had a meeting with 10 Clients you can add the Event to all 10 at once.
- Set any Clients you want to have the Event added to as marked. They do not need to be highlighted.
- Click the Action button and choose the desired Add Event e.g. Add Event (Comment). A window should appear showing a text field.
- Type the text to be added relating to that Event and click OK.
- Every marked client will now have that event detail added to their existing events. This should save a huge amount of time compared with adding each event to the clients individually.
Options
Should you make a mistake click Cancel. If you have already added the Events you will need to go into the Client records individually and remove the Event. If the number of Clients added to is excessive, consider viewing just the Events column and performing a Search and Replace to remove the new Event text. This will not remove the Event, but will remove the searchable text leaving a blank description.