Home → Records → Activity page → Member/Customer events
3.11. Member/Customer events
Your RubiCRM allows you to log member/customer events that your clients may wish to advertise to other organisations.
Events will be eligible for advertising as part of Web Integration and must be "Approved" to be displayed online.
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To Approve an Event item specific to a record/company go to their record in RubiCRM. Open the Activity page. Find the Event item and open it using the pencil icon ( |
Add a Short Description, Long Description as well as Start Date/Time and End Date/Time dates for the event to control when the event will be displayed.
"Start Date/Time" is when the event is due to start.
"End Date/Time" is when the event is due to finish.
Your end-users who are "Main" or "Web Admin" contacts will also have the option to add their own events as part of Web Integration. Users must log in to Web Integration and view their "Profile" page. Any user with permission to add events this way, based on your requirements for Web Integration, will be able to do so here.
When users submit an event activity via Web Integration an email notification will be sent to one or more email addresses of your choice.
To add an event manually for your end-users simply log a new "Event" activity with relevant details and make sure to tick the "Approved" field.