Creating event lookups

Apr 20, 2014 12:40 pm

Do you often find yourself adding the same information to events over and over again? If so, you can use lookups to store that information, and then simply select it from a list when adding new events. For example, if your organization often holds events at the same address, you can select the location from a drop-down list rather than entering it manually each time you create a new event.

There are three types of event lookups:

  • Details, for information about an event
  • Locations, for an event location
  • Contacts, for a contact person

To create an event lookup:

  • In the Events Module, open the Lookups tab.
  • Depending on what type of lookup you want to create, switch to the subtab of the same name.
  • Click the Add a New ... Lookup button (which varies depending on the type of lookup).
  • Enter information about the event, location or contact person.
  • Click Save. The new detail lookup will be added.

Once a lookup is added, when you add or edit an event, an arrow button will appear next to the corresponding field within the event, and you can select a lookup value for the field instead of manually entering the information. This will gray out all fields that the lookup applies to.

For example, if you have a location lookup, when you add a new event, you'll see a gray arrow to the right of the "Location Name" field. Instead of filling out the location fields, you can click the arrow and select from your location lookups.