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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 ReportsThis 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.