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Creating an event from a template

Check out our YouTube Tutorial on Event templates for more details. (German only)

  • Open a new event from a template

    To simplify the creation of new events, to save time and, if necessary, to standardise initial quotes, the use of event templates is recommended.

    1. Gehen Sie in der Funktionsleiste auf den Reiter Basis Basis > VAexpand Veranstaltungen, und wählen Sie vorlage va Neuanlage mit Vorlage und ggf. den BetriebM.
      Alternatively, you can create a new event from a customer address. The data from the customer address is pre-assigned as the organiser.
      In the horizontal toolbar of the account, click on neuexpand > event > Adresse contact > if necessary, select the betrieb companyM and then the corresponding vorlage va 32 template.
    2. A list of available event templates opens. Use the title and description to select a suitable template.
    3. Double-click or click on a line and the button ok Apply to select the event template.

    Check out our YouTube Tutorial on Event templates (Bp Event 11) on Youtube.

  • Complete the template with the framework data of the event

    An input window with the most important event data opens.

    1. Enter at least the date of the event, the organiser and the event . Confirm your entry with Apply.
      Note: Mandatory fields are always underlined.
    2. The basic page of the new event opens. Depending on the template selected, other fields such as status or details on rooms, processes or procedures are already pre-populated, but can be overwritten or deleted.
    3. save Save your input by clicking on the icon in the top left-hand corner of the input window.

    Find out more about Creating an event template in our Manual