Action an Event

Action an Event
Action an Event

Generally as these are used for annual events, once you action the event, you will want to reset the event for the next 12 months.

1.	As with a Task, double click the end of the Event line to load the client and respond to the event.

2.	Once you have completed the Event, click the completed box at the left hand end of the line.

3.	When you save the line (enter or move up or down) the system prompts you to reset the Event.

4.	In the case of an annual event, simply choose 12 months to reset the event for 12 month's time.