Navigate an Event Record

The event record allows you to view specific information about the event.

1. From the Menu bar, you can save any changes you make to the event record and generate a Summary Report or Event Cost Details Report.
2. The tabs on the event record provide general information about the event as well as any acknowledgements, tickets, volunteer staff, sponsors, inventory, or documents added to the event.

The General Tab

On the General tab you can view the attributes, groupings, costs, activity summary, and notes for the event. The table below identifies each pane with a description of the information you can view on the event record.

Information Pane	Description
Attributes	View the event ID, name, start and end dates, venue, projected income, description, and default fund associated with the event.
Groupings	View the groupings available for categorizing the event.
Costs	View details including the supplier, estimated versus actual costs, and any notes associated with the cost.
Activity Summary	View a dashboard of the performance statistics including tickets sold, ticket revenue, and total cost.
Notes	View any notes that have been added for the event.

The Acknowledgements Tab

On the Acknowledgements tab, you can view the available and conditional acknowledgements for the event.

1. View the ID and Name of the acknowledgements added for the event.
2. Determine the rules applied for any conditional acknowledgements. Only users with appropriate rights and permissions will be able to set rules for these acknowledgements.

The Tickets Tab

On the Tickets tab, you can view the activities, tickets, statistics, and actions associated with the event.

1. View the activities added to the event along with their SKU, Description, Capacity, and Price. You can also see the number of spots Available, Sold, and Attended for the activity.
2. View the tickets added to the event along with their SKU, Description, and Price. You can also see the number of tickets Available and Sold.
3. View the event statistics including number of tickets sold and total revenue from the event.
4. Click a link to complete that action. This is only available to users who have the rights and permissions to complete these tasks.

The Volunteer Staff Tab

On the Volunteer Staff tab, you can view the shifts and volunteers assigned to those shifts.

1. View the volunteer shifts added for the event along with the Role, Description, and Date as well as the start and end times for each shift.
2. View the volunteer information assigned to a shift including their Volunteer ID, Name, and contact information. You can view whether the shift was completed and download the details to an Excel spreadsheet.

The Sponsors Tab

On the Sponsors tab, you can view the sponsorship levels and sponsors for the event.

1. View details of the sponsorship levels such as Description, Color, and Capacity. Additional information includes the Benefits and Sponsors for each level. Click the Export to Excel button to download a copy of the details for all sponsorship levels.
2. View the sponsors for the event. If an image is available on the sponsor record, it displays with a border based on the color associated with the sponsorship level.

The Inventory Tab

On the Inventory tab, you can view the items available along with their SKU, Description, and Type as well as the Warehouse where they are stored.

Click the Copy link to copy the available inventory to another event.

The Documents Tab

On the Documents tab, you can view any attachments that have been added for the event. Documents can be uploaded to Aegis CRM in a text, graphic, audio, and video format. Allowed formats include doc, .docx, .pdf, .gif, .jpg, .png, .rtf, .xls, .xlsx, .msg, .wav, .mp3, .wma.

For any documents that have been added you can view the Document Name, Description, Date Created, and Operator who added the document. To display any archived documents on this page, mark the Show Archived Documents checkbox.