Through Customer Management

To create a new event order through Customer Management:

1. On the side panel go to Sales & Marketing

2. Click on Customer (CRM)

3. Select Reports

4. Choose CRM Management Reports

This will bring up the customer list.

Locate the customer for whom you would like to create a new order by sorting, filtering, or searching the list. See the Sort and Filter and Search sections for more information about searching.

Double-click to open the customer window.

Confirm that all of the customer information is correct and then click [New Event].

Continue to the Customer Information Tab.