Create a new event to collect all information from the initial customer enquiry to the quote, order, work instructions, invoice and payment processing. If you decide not to use a template, create custom events as follows:

1. Go to the  Home tab on the function bar.
2. Click on the dropdown triangle next to  Events, then select  New (and a company if applicable) ^M.
3. A new event will open.

Events can also be created starting from a customer account. In this case, the account data is directly transferred to the event.

1. Open the customer account.
2. Click on New > Event in the horizontal toolbar and assign an account and/ or contact person.
3. A new event will open with the organiser already preset with the data from the original account.