Adding new event types in Zoho Connect

Adding new event types in Zoho Connect

Overview

Add and customize new event types for your network. Once a new event type is added, members in your network will be able to create events under the new types.

Who can create a new event type?

Only the network admin can add a new event type.

How many event types can be added?

Network admins can create a maximum of 10 event types.

How to create a new event type?

  1. Click Events from the menu in the left.
  2. Click Settings, seen in the bottom-left corner of the page.
  3. Open the Custom Events tab.
  4. Click the Create button.

  1. Provide a name for the event type, (ex: Conference) and select the fields to be included in this type.
  1. Once done, click Create.

What happens when a new type is created?

New types will be automatically visible to all members who have the permission to create events. Members will be able to select the relevant type when they create the event.

Can event types be changed after the event is created?

Yes, once an event is created, the type can be changed by the user who has created the event by following the steps below:
  1. Open the event that you'd like to edit.
  2. Click the menu with the ellipses in the top-right part of the pop-out.
  3. From the dropdown, select Change Event Type.

  1. Select the new type to move your event to.
  2. The fields in this event will be mapped automatically to the fields in the selected type. Additional fields in the selected type will be included, and the other fields that do not match will be removed.

How to edit/delete an event type?

  1. Click Events from the menu in the left.
  2. Click Settings, seen in the bottom-left corner of the page.
  3. Open the Custom Events tab.
  4. Click the edit icon, next to the event type, to make changes to the name and the fields in the type.
  5. Click the delete icon to remove the type permanently.
  6. You can either move the existing events to another type before deleting the current type, or you can delete the type and all the events created under it.

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