Overview of events

The "All Events" page is the central hub for managing your events in myconvento.

The "All Events" page is the central hub for managing your events in myconvento. Here, you can view existing invitations, contact qualification events, and surveys; search for specific events; customize the view; and create new events.

Working by event type

Switch between the different event types at the top of the overview. Under "Invitations," you can view events used for functions, appointments, presentations, or similar occasions.

Under "Contact Qualifications", you will find events that allow contacts to review, confirm, or update their stored data.

The "Surveys" tab displays events used to systematically gather feedback, opinions, or ratings.

The "Archive" section contains older or completed events that are no longer needed in your active workspace.

Searching and filtering events

Use the search function to look for a specific event. This is helpful when many events have been created and you want to locate a particular one by name or keyword.

A filter function is also available, allowing you to narrow down the event list and find relevant results more quickly.

Customizing the view

Use the "Rows" setting to determine how many events are displayed per page. A higher number can be useful when there are many entries, while a lower number keeps the overview more compact.

Use "Customize Columns" to decide which information appears in the table. This allows you to tailor the overview to your workflow and display only the details that matter to you.

Using actions

Additional functions for the selected event are available under "More Actions". The available actions depend on the event type, the event's status, and your user permissions.

Creating a new event

Click "New Event" to start creating a new event. First, select the appropriate event type, then configure the content, form fields, and other settings.

Calendar view

In addition to the list view, a calendar view may also be available. This helps you place events in a timeline and view appointments more clearly.

Summary

The event overview consolidates all key functions for managing your events. You can switch between invitations, address qualification, surveys, and the archive; search for or filter existing events; customize the table view; and launch new events directly from the overview.

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