Events

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An event is a contact with a lead or a customer.

1C:Drive stores all events in the Events list. To open it:

1. Go to CRM.
2. Under CRM, click Events.

In this list, you can:

• View events
• Create events
• Manage event statuses

Viewing events

To view events:

1. Go to CRM.
2. Under CRM, click Events.

The Events list is displayed. It shows event details. The details can vary depending on the list settings. By default, the following details are available:

• Event type. Communication channel used by the event. One of the following:
  • Phone call
  • Personal meeting
  • Email
  • SMS
  • Other
• Start. Start date and time of the event.
• End. End date and time of the event.
• Subject. Topic of the event.
• Participant. Lead or customer you contact during the event.
• Status. Current lifecycle status of the event. To learn more, see Managing event statuses.

To quickly find certain events:

• Sort the list by any column by clicking a column header. To change the sorting order, click the header again.
• Search the list using the Search field above it. You can search for event type, subject, participants, or status.
• Filter the list using the fields to the right. You can filter by the following parameters:
  • Period. Time interval during which the event occurred.
  • Communication direction. Incoming, Outgoing, or All.
  • Counterparty. Lead or customer contacted during the event.
  • Responsible person. A manager assigned to process the event.
  • Event. Event type.
  • State. Event status.
  • Project. A project to which the event is related.

    This filter is only available if the Use project management checkbox is selected in Settings > Company.

  • Account. Email account used to contact the counterparty.

To view details of a specific event:

• Double-click an event line.

Creating events

To create an event:

1. Go to CRM.
2. Under CRM, click Events.
3. In the Events list, right-click anywhere and select Create.
4. Select an event type.
5. Specify the event's details:
   • Subject. Topic of the event.
   • Counterparty. Lead or customer contacted during the event.
   • Fill in the remaining fields as necessary.
6. Click Save and close.

Managing event statuses

Each event has a lifecycle status that indicates its current processing step.

When you create an event, its status is automatically set to Draft.

Then, change the event status as you need:

Condition	Action
You create and save an event for further processing.	Set the Draft status.
Activities related to the event are in progress.	Set the In process status.
All activities related to the event are completed, and there will be no more activities.	Set the Completed status.
The event was canceled.	Set the Canceled status.

To change an event status:

1. Go to CRM.
2. Under CRM, click Events.
3. In the Events list, double-click an event line.
4. Select Status.
5. Click Save and close.

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