• Setting up Direct Debits

  How to set up a Direct Debit to pay for your EventWorksFeatured

• About statuses

  About statuses All events in EventWorks have a status that describes what stage of the sales or operations process the event is at such as New, Warm, or Contracted. You can add your own statuses to provide more detail about the event, such as Verbally confirmed, Invoiced, Invoice paid, etc.  This article will show you how to create your own statuses as well as edit existing ones to suit your needs. How to add a new status Select the settings cog at the top rPopular

• About Supplier Types

  Supplier types allows you to categorise the different suppliers when creating a cost.  When a cost has an allocated Supplier type, it is grouped accordingly on the Quotes screen, making it clear which costs are associated. How to create a Supplier type Select the settings cog at the top right of the page. Select General Settings. Click on the Events tab along the top and choose the Cost types sub menu. Here you can see a list of all of the cost types within ySome readers

• Medium field

  The Medium field can be used to indicate which channel a lead used to get in contact with your organisation.  This can be things such as Website, Telephone, or Email for example. How to create a Medium Select the settings cog at the top right of the page. Select General Settings. Click on the Accounts tab along the top of the page and then Medium from the sub-menu. This displays a list of all of the Mediums available to you.  To delete an existing Medium simply selecSome readers

• Using Tags

  Tags is a feature that allows you to create custom labels that can be attached to events or accounts.  These can help you quickly find anything that has a specific tag attached to it.  Tags can be attached to Accounts or Events. How to add a new Tag When completing the template for adding or editing an Account or an Event you will see a Tag field.  When you select this field a dropdown will appear which will be populated with all tags that you have created.  You can start typing and theSome readers

• How to create an Invoice template

  The Invoice template feature allows you to customise the information contained in each invoice.  You can make as many templates as you need and select them whenever an invoice is generated.  The template creation is explained below. How to create a template Select the settings cog at the top right of the page. Select General settings from the dropdown menu. Click on the Accounting tab located within the list of tabs. Select Invoice templates from the sub-menuSome readers

• Event types

  Event types is a feature that allows you to create a category of which each event falls into.  For example, you can create Christmas party, Conference, or Exhibition to easily group events under a frequently used event type. How to create event types Select the settings cog at the top right of the page. Select General Settings from the dropdown list. Click on the Events tab along the top row. Select Event types from the sub-menu.  Here you can see a listSome readers

• Sources of leads

  The Source field can be very useful to help you designate where different leads heard about your organisation.  It can help you discern successful advertising campaigns, frequently used channels, as well as areas that perhaps aren't utilised. Adding a Source Select the settings cog at the top right of the page. Select General settings. Click on the Accounts tab then select Source from the sub-menu. Here you can see a list of the sources you've created.  SelecSome readers

• Lost reasons

  The Lost reasons field allows you to accurately record reasons for which a Lead doesn't progress to being contracted.  Recording the Lost reason can be very useful to see areas that could be improved to prevent further leads from not progressing to contracts. How to create Lost reasons Select the settings cog at the top right of the page. Select General Settings from the dropdown. Click on the Events tab along the top and then select Lost reasons from the Sub-menSome readers

• Changing the Next Event Code

  The Next event code field allows you to dictate the format that codes are generated for events.  An event is given an incremented code upon creation based on the format you allocate.  For example, if you set the Next event code to be EVENT0001, EventWorks will assign the next event EVENT0002, then EVENT0003 etc. To setup the Next Event Code Select the cog at the top right of the page. Select General Settings from the dropdown that appears. Click on the Events tab.Few readers

• About Industry Types

  Industry Type is a field that helps you to categorise and group different Accounts.  These are fully customisable and can contain any title or label fits your organisation.  Once an Industry Type is applied to an account you can then use the search filters to view all accounts that have specific industry types associated with them. You are able to use the Clients by Industry Type (https://help.geteventworks.com/en/article/dashboard-widget-events-by-client-industry-type-11trdv5/?159947627093Few readers

• Customising the Date Format

  You can customise how dates are displayed by going into EventWork's settings. Click on the cog at the top right of the page then click General Settings. Click Dates in the menu on the left hand side, this will display all your options for customising dates and time. Choose from the list of letters at the bottom of this page and enter them into the input. If you want toFew readers