Use events to consolidate information about counterparties and track interactions with clients and colleagues in one place. Events ensure continuity of information, even if an employee is absent. You can add notes to events with relevant details such as negotiations and agreements.
The events allow you to:
- Maintain a record of communications with counterparties and colleagues;
- Log all calls, emails, and meetings;
- Access and review your own entries and colleagues’ notes.
You can create events and generate an event feed in the counterparty cards and Sales Orders.
Create event in counterparty card
- In the Kladana workspace, select Counterparties → Customers & Suppliers.
- Select the counterparty from the list or create a new one.
- In the opened window, navigate to the Events tab, enter the necessary information in the New note field.
- Click Write. The created event is displayed in the events feed. The feed shows all entries related to the transaction in chronological order.
An event can be edited and deleted, but only by the event author and administrator.
Create event in Sales Order
Enable the new design in the Sales Orders section to create events and communicate with other employees.
- In the Kladana workspace, select Sales → Sales Orders.
- Select the Sales Order counterparty from or create a new one.
- In the opened window, navigate to the Events tab and enter the necessary information in the field. To ensure your colleague sees the note, type @ and begin entering part of the name, surname, or login of the colleague. Then select the correct colleague from the suggested list.
- Click Write. The created event is displayed in the events feed. The feed shows all entries related to the transaction in chronological order. The mentioned colleague receives a notification about the new event through all available channels.
An event can be deleted. Events without mentions of colleagues can also be edited. These options are available to the event author and administrator.