Event types help organise and standardise how activities are recorded across the system. Keeping these up to date ensures events are categorised correctly and behave as expected when logged or reported.
Rename and edit an event type
To rename and edit an event type, follow these steps:
Click Settings.
Click Categories.
Click Event Categories.
Click Category, then choose the relevant option from the drop-down.
To edit an event type, either:
Double‑click the event type.
Click on it, then click Properties in the bottom right.
Update the required details (such as Name, Description, or Event type behaviour).
Click Save.
Add a new event type
To add a new event type, follow these steps:
Click Settings.
Click Categories.
Click Event Categories
Click Category, then choose the relevant category from the drop-down.
Click New at the bottom.
Enter the required details (including Name, Description, and Event type behaviour).
Click Save.