Create individual event segments (quotes or orders) straight from schedule items.
Right-click on Link > Quote or Sales Order. Note: Once an order has been created, new quotes are no longer available for linking.
Enter the Name of the new event segment in the dialogue window. The name defaults to the description of the linked schedule item.
Click OK to confirm and to open the new segment. If a custom number of guests or custom times have been entered in the event schedule, these will be copied to the event segment. Any changes effected in the schedule will also be reflected in the segment settings and vice versa.
Save your input by clicking on the icon in the top left-hand corner of the input window.
The icon will change to or respectively.
Please note: Schedule items can be deted/times outside of the regular event times. Event segments, however, must always take place within the time frame of the event itself. Schedule items outside of event times cannot thus be linked to event segments.