Marketing and Events - Event Management - Populate Account Location to Event Location in an Event Sc
- (SvcAcc) Automation Connector
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Version 9.5.0.0
Allows for greymatter CRM users creating events to automatically populate location metadata from their account location to the event location fields in an Event Schedule form.
In the Marketing and Events work area, under the Events menu in the site map, the Event Locations form has a tab for creating Event Schedules. When clicking on "+ New Event Schedule", greymatter CRM users can select 'Yes' for the "User Account Location" in the General tab. When saved, this will populate the "Event Location" field with the user's Account Location. Otherwise, the Event Location must be manually selected.