R25 – Copying Events

November 13, 2014

First, you will find the reference number and use it to locate the event.

In this case, here is our event:

6d3e5

 

The first step is to highlight and copy (ctrl+C) the reference number.

Next, you will search for the event from the Event Directory. From you’re my R25 (homepage) screen, click on the word Events to open the Events Directory.

In the Events Directory, make sure you are on the Search tab.

 

5646e

 

Click the Add button, and choose General.

 

0a469

 

Enter the reference number and click OK.

 

92460

 

Now click Search, and you should see your event appear on the bottom section of the screen.

 

a4e58

 

Now highlight the event by clicking it once, and right click, and choose Copy.

 

d83c8

Now you have two events.

Open the new event. First, change the name so that it doesn’t say “Copy of…”.

If you need to change the Event Type, drop down the Event State box, and change to Draft. You will get a warning message; just click continue. Once you change the event to a draft, you will be able to change the event type.

If you don’t need to change the Event Type, you can leave the Event State as confirmed, and you can change the items that need changed, such as the description, categories, etc.

In the case of needing to copy an event so it can span two event cabinets, you now have the old one that can be used for the dates that fall into the first cabinet, and the new one for the dates in the second cabinet. What is particularly nice about copying, as opposed to just creating a new event from scratch, is that all the information about the event (such as organization, event type, contact, description, categories, etc.) will be copied over automatically