Creating Event Notes

To help better organize the planning, execution, and closeout of their events, event organizers can create note records associated with their events. These notes support rich-text formatting, enabling creating helpful and informative event notes.

Who can use this feature?

  • Browser, iPad Users
  • Users require an Events Management License
  • End Users

Configuring Event Tasks for

To configure this feature:

  1. Ensure Configuring Events Management is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select the Objects tab.

  5. Grant the following permissions:

    Object

    Object Permission

    Object Types

    Fields

    Field Permission
    em_event_note__v CRED n/a

    All Fields

    		 Edit

  6. Navigate to Admin > Configuration > Objects > em_event__v > Layouts.

  7. Place the Event Notes related object section on the appropriate layouts.

  8. Navigate to Business Admin > Objects > vmobile_object_configuration__v.

  9. Activate the appropriate VMOCs for the em_event_note__v object.

Creating Event Notes as

To create tasks for an event:

  1. Navigate to the Event Notes section of the appropriate event.
  2. Select the + New Event Note button.

  3. Populate the following fields:

    • Status – Select Active
    • Title – Enter the appropriate note title
    • Body – Use the Rich Text Editor to enter the appropriate note text

  4. Select Save.

Event Notes can be edited and deleted the same as any standard Vault record.

Related Topics

Creating an Event

Adding Event Team Members to Events

Using the Next Steps Section