FAQs in this section
How do I create an Event?
How do I create an Event from a Deal?
How do I use onsite events?
How do I invite users to an event?
What are onsite events?
What is an Event?
How do I delete an Event?
How do I set up reminders for my events?
How to send an invite for an event?
How do I create a Google Meet event type?
What are recurring events?
How do I create a recurring event?
What are the default event types available in Vtiger CRM?
How do I merge Events?
How do I enable recording and transcripts in Microsoft Teams?
How do I enable recording and transcripts in Vtiger CRM?
How do I create custom event types in the CRM?
Table of Contents
You can create custom event types by configuring Picklist Field Values for Activity Type in the Events module.
Follow these steps to configure Picklist Field Values in Events:
Follow these steps to configure Picklist Field Values in Events:
- Log in to your CRM account.
- Click the Main Menu on the top right corner of the screen.
- Click Settings.
- Select Picklist Field Values under Configuration.
- Select Events from the Select Module drop-down.
- Select Activity Type from the Select Picklist in the Events drop-down.
- Click Add Value to add new event types.
- Enter the event type in the Item Name field.
- Click Save.
- The new event types will be added to the Activity Type picklist of events.
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