Creating event categories

Create new event categories by updating the MEETING_TYPE general lookup table.

Do the following to create or update an existing event category:

  1. Go to Settings > General lookup tables.
  2. From the General tables drop-down, choose MEETING_TYPE.
  3. To add a new category, select Add new row:
    1. Enter a Code. This is a short value saved to the database.
    2. Note: The Code can only be a maximum of five characters. If it is longer, the value will not appear in the Category drop-down.

    3. Enter a Description. This is the value that will appear when you are creating an event.
    4. Click Save & Continue.
  4. To edit an existing category, click the edit icon for the row. The Code is not editable, but you can update the Description.