To simplify the creation of new events, to save time and, if necessary, to standardise initial quotes, the use of event templates is recommended.
Gehen Sie in der Funktionsleiste auf den Reiter Basis > Veranstaltungen, und wählen Sie 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 > event > contact > if necessary, select the companyM and then the corresponding template.
A list of available event templates opens. Use the title and description to select a suitable template.
Double-click or click on a line and the button Apply to select the event template.
Check out our YouTube Tutorial on Event templates (Bp Event 11) on Youtube.