1.On the Events and Education form click on button.

2.The Add Events form will display.

Add Event

3.Select an Event from the available list.

4.Details of the Event Duration, Location, Instructor Name, Event Type, Subject, Event Date, Duration and Method fields are populated according to selected Event.

5.Enter Attendee Info such as:

➢ Name is populated by default with the customers name, but if necessary this field can be changed

➢E-mail, License and Position.

6.Next are Completion Info:

➢Select Status

➢Check Event Submitted to Submit the new event

➢On Completion, check Event Completed on and enter Date

7.Enter any additional Notes

8.Click to save the record.

1.Click on the Event you wish to edit listed in the grid.

2.Click on the button.

3.Make any necessary changes.

4.Click and the changes will be saved.

1.Click on the Event you wish to delete.

2.Click on the button.

3.Select Yes when asked for confirmation.