FAQs in this section
How do I create an Event?
How do I create an Event from a Deal?
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 create custom event types in the 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 use onsite events?
Table of Contents
When you set Activity Type as Onsite Meeting or Onsite Service, you must specify the location of the event in the Location field. You can check in to an onsite event by using Vtiger 360 - Vtiger CRM’s mobile app.
Follow these steps to check in to an onsite event:
1. Open Vtiger 360.
2. Use the Calendar icon displayed in the horizontal bar at the bottom to go to Events.
3. Select a date to see the events scheduled on that date.
4. Open the event record to check-in.
5. Click Check-in. (Make sure that Location is turned-on on your phone)
Follow these steps to check out of an onsite event:
1. Open Vtiger 360.
2. Use the Calendar icon displayed in the horizontal bar at the bottom to go to Events.
3. Select a date and select an event scheduled on that date.
4. Open the event record to check out.
5. Click Check-out.
6. Add a comment on the event record.
7. Click Post.
In the event record’s Deep Dive View, you can check the check-in and check-out details under the Check-in Info block.
Follow these steps to check in to an onsite event:
1. Open Vtiger 360.
2. Use the Calendar icon displayed in the horizontal bar at the bottom to go to Events.
3. Select a date to see the events scheduled on that date.
4. Open the event record to check-in.
5. Click Check-in. (Make sure that Location is turned-on on your phone)
Follow these steps to check out of an onsite event:
1. Open Vtiger 360.
2. Use the Calendar icon displayed in the horizontal bar at the bottom to go to Events.
3. Select a date and select an event scheduled on that date.
4. Open the event record to check out.
5. Click Check-out.
6. Add a comment on the event record.
7. Click Post.
In the event record’s Deep Dive View, you can check the check-in and check-out details under the Check-in Info block.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment