Manually Create Events

Note: For a detailed explanation of how to configure the event triggers, see the section “Trigger Events”.

iQuote also provides two options to manually create events within the job itself: pre-defined or non-predefined.

Click the side arrow and select which type you want to create.

To create a pre-defined event

From within the Job, select the Events tab. Then click the New button down arrow (as shown above) and choose Pre Defined event.

Select one or more events from the list. Select the Notes field toad notes for this event. Only event types “Header” and “Product Versions” are available.

Click Confirm to add these events to your Events list in the job.

To create non-defined events

From within the Job, select the Events tab. Then click the New button down arrow (as shown above) and choose Non Defined event.

Enter information in these fields as follows:

Field	Description
Description	Enter the event name.
Priority	Select a priority level (average, high or low) for the event.
User role	Select the user role to be responsible for the event. If this field is selected and the User field is left blank, all users within the selected user role will have access to the event.
User	Select a specific user responsible for the event.
Due date	Specify the final due date for completing this event.
Notes	Enter relevant information as needed.

Click Confirm to add these events to your Events list in the job.