The event list lets you create different views for different purposes that you can then switch between. Looking for some inspiration to get you started? We've got a few examples below. For more information about creating event list views, please see Create a Custom Event List/Report.
- My Upcoming Events
- Inactive Events This Year
- Holds/Avails by Account
- Event Types
- Contracts Pending Approval
- Events Not Finalized
- Outstanding Balance
This view is filtered to show inquiries without any other event status. As such, the event status column has been hidden. Inquiries only have venues assigned because they are not yet booked in rooms, so the room column has also been hidden. The estimated revenue column has taken its place. For more information on inquiries, please see Add an Inquiry.
My Upcoming Events
This view is filtered to only include events where a particular user has any of the staff assignments. Additionally, it will only show events that are up to 30 days away. This one would work best as a private view. For more information on staff assignments, please see Staff Assignments.
Inactive Events This Year
View all inactive events (both lost and canceled) in this calendar year. This view filters by Inactive status and with a custom relative date range of
0 Years Before Start of this Year through
1 Year After Start of this Year (pictured below).
Holds/Avails by Account
This view is filtered to only show events involving a particular account. This can be used to see all holds for a particular promoter or client, all events for a tenant, and more. The account column has been hidden because it would be redundant.
This view is filtered to only show events that have the Wedding event type. You could create a view with any other event type or combination of types. For more information on event types, please see Manage Event Types.
Contracts Pending Approval
This view is filtered to show all events that have the Contract Pending Approval contract status. This will help users that have the Approve Contracts permission to find which events have contracts that need to be reviewed. For more information about the workflow for contract approval, please see Workflow for Contract Approval.
Events Not Finalized
This view is filtered to only show events that have not been finalized yet (in the Finalized field, select Not Finalized). You can add additional filtering (by event type or status) if there are some events which you do not expect to be finalized.
This view is filtered to only show events that still have an outstanding balance. It is set to sort ascending by date so you see older outstanding events first. The columns have been adjusted to show the most pertinent information first: the event, the account, how much is owed, when the event took or is taking place, and the sales manager.