Add Event Location
Add a Location when you want to manage the site(s) where an Event will take place.
Note: Before you can add an Event Location, both the Event and the Location must exist in NetForum.
There are three ways to add an Event Location:
- Via the Add a Location icon on the Events Overview page
- Via the Locations Group Item on the side navigation bar
- Via the Event Profile page
This topic covers the steps to add a Location to an Event for each of the options listed above.
Add an Event Location via the Add a Location Icon
- Go to . Click the Add a Location icon. The Add - Location page opens.
- Use the descriptions in the table below to enter information:
| Field | Required? | Description |
|---|---|---|
| location name | Required | Type the first few letters of the Organization name to see a list of matches, or click the Look-Up button to go to the List – Organization page. |
| location code | Required | Enter a unique code for categorization and reporting purposes. Create this code according to your business rules. |
| location type | Required | Select a location type. |
| housing | Optional | If your location provides housing, check the housing check box. |
| address, phone, fax, url, email | Optional |
These fields are automatically filled with information from the existing Organization Profile. Important: Changes made to the information here will change the information in the Organization Profile in the CRM module. |
| description | Required | Enter a description of the location. |
| Html Description | Optional | Enter a HTML description of the location. This description is used on your eWeb site and in HTML-related emails. |
Click Save to add the Event Location and go to the Location Profile page. Click Cancel to return to the previous page without saving your changes.
Add an Event Location via the Locations Group Item
Go to . The Add - Location page opens.
Use the descriptions in the table below to enter information:
| Field | Required? | Description |
|---|---|---|
| location name | Required | Type the first few letters of the Organization name to see a list of matches, or click the Look-Up button to go to the List – Organization page. |
| location code | Required | Enter a unique code for categorization and reporting purposes. Create this code according to your business rules. |
| location type | Required | Select a location type. |
| housing | Optional | If your location provides housing, check the housing check box. |
| address, phone, fax, url, email | Optional |
These fields are automatically filled with information from the existing Organization Profile. Important: Changes made to the information here will change the information in the Organization Profile in the CRM module. |
| description | Required | Enter a description of the location. |
| Html Description | Optional | Enter a HTML description of the location. This description is used on your eWeb site and in HTML-related emails. |
Click Save to add the Event Location and go to the Location Profile page. Click Cancel to return to the previous page without saving your changes.
Add an Event Location via the Event Profile Page
- Go to Modules>Event Planning>Event Profile.
- Click on the More tab. A pop-up list of other Profile page tabs opens.
- In the pop-up window, click on General. The General tab opens.
- On the Locations child form, click on the Add Record: locations button. The Add - Events Location window opens.
- Use the location drop-down list to select a location which is in the NetForum database, or click the Add button to add a new location to the NetForum database.
Note: Clicking the Add button opens the Add - Location window. See Add an Event Location via the Locations Group Item for instructions on using this form.
- Enter the location name.
- If this is the primary location for the Event, check the primary? check box.
- Click Save to add the Location to the Event and return to the Event Profile page. Click Cancel to return to the Event Profile page without saving your changes.