Create an Event

Learn more

Set up action item and event log options

Display events using the Action Items Event Log

Display a customer, vendor, or employee event log

Perform other action item and event tasks

Read the action items and events overview

There are two different types of events: system-generated events and contact events (activities). You create contact activities for vendors, customers, and employees. Each event created will appear in the respective customer, vendor, or employee Event Logs.

Select the Event button in Maintain Customers/Prospects, Maintain Vendors, Maintain Employees/Sales Reps, or Action Items window. Sage 50 displays the Create Event window.
Select the type of contact (customer, vendor, or employee) you are creating the event for. Then, select the specific ID.

The IDs listed in the lookup box change depending on the type of event selected.
Enter the date you want the event to be created if it is something other than the currently displayed Sage 50 system date.
Select the type of event you are creating.

You can create any type of event except System. Sage 50 creates system events when you enter an associated transaction.
Enter a note about the event.
If you want the event to appear in the Action Items window, select the check box and enter the number of days before or after the event date you want the event to appear.
Select the Completed on check box, and enter the date when you expect the event to be completed.

Since Sage 50 has no way of knowing when these events you create are actually completed, it may be best not to select this check box until the event is actually completed.
When you are finished entering information about the event, select Save.