There are two common situations when you need to assign an Event Record to a Stakeholder Record.

Situation A: A new Stakeholder Record has just been created and you need to assign the first interaction with the Stakeholder as an Event Record.

Situation B: There is an existing Stakeholder Record in your system, and you are adding another interaction with them as another Event Record.

To add an Event to a Stakeholder, use the following steps:

  1. Open the relevant Stakeholder Record. This could be the Stakeholder Record that you have just created (Situation A), or after you have run a search and opened the Record (Situation B).

  2. On the right-hand side of the Stakeholder Record, find the Event Record Ribbon and select the [+] icon.

3. In this next screen, there are three tabs. Select the [ + Add ] tab.

4. Complete the new Event Record details and Select [Save].

HINT: You will be able to see two different [Save] buttons. The lower one (4) relates to the new Event Record and is what you should select, the other is greyed out and relates to the Stakeholder Record.

After saving the new Event Record, a pop-up will appear, allowing you to add another Event (5), navigate to the new Event Record (6) or go back to the Stakeholder profile (7).

Choosing [Go back to Stakeholder], will allow you to see that the new Event Record has automatically linked to the Stakeholder.

Did this answer your question?