How to create an event manually
An event in Paragon allows you to schedule, track and bill your clients for time-based services. You can create an event from an order, from a purchase order, from a work order, from reservations, and manually.
Here, we’ll walk you through how to create an event using the manual method.
Step 1: Open the event module
Navigate to the event module by hitting the more menu.
The event module will open. From here we can create, view, or modify an event.
Step 2: Create an event
To add a new event, hit the add button on the top-left side of the screen.
This will bring up the create event from window.
Select the manual tab.
Step 3: Enter values manually
The new event screen will be presented. All fields will be empty and ready for manual entry.
When creating an event manually you are able to select an account for a customer, vendor or yourself. You have two options that you can use to do this. The first is the drop down that you access by clicking on the field. This will show you companies in descending order of use.
Alternatively you can use the browse option next to the field which will display all companies alphabetically with a search option.
Note that a value cannot be selected for the field source because a manual event is not created from any other source transaction.
Ensure you hit the save button in the bottom-right corner of the screen.
Step 4: View your event from the calendar
From any screen, access the calendar module from the more menu.
The event has been added to the calendar on the correct date.
What's next?
Related Articles
How to create an event from a reservation
An event in Paragon allows you to schedule, track and bill your clients for time-based services. You can create an event from an order, from a purchase order, from a work order, from reservations, and manually. Here, we’ll walk you through how to ...How to create an invoice from an event
An event in Paragon allows you to schedule, track and bill for time-based services. Here, we’ll walk you through how to directly create an invoice from an event. You can also create an invoice manually, from an order, from a quote, or from ...Accessing the calendar in Paragon
Here we'll walk you through how to access and use the calendar module. The calendar allows you to create personalized events that can be saved and tracked in Paragon. Step 1: Access the calendar module From any Paragon screen, hit the more button at ...Creating an invoice
Here, we'll walk you through how to manually create an invoice. You can also create an invoice from an order, from a quote, from an event, or from a shipment. The invoice module is based on Paragon's standard transaction screen. If you are not ...How to create a quote
Introduction Here, we'll walk you through how to create a quote in Paragon. Step 1: Open the quote module Open the quote module by selecting it the more menu. Step 2: Creating a new quote Add a new quote This is the list view of the quotes module. To ...