Understanding Event Fields and Customization
Event fields in BoldSales define how event details are captured and displayed across the application. These fields help streamline event creation and ensure accurate data entry. You can rename and set fields as mandatory as needed.
Accessing event fields
Note for non-admin users: If you don’t have access to view the Module and fields for Events, contact your BoldSales administrator to request the required permission.
Note for administrators: For managing permissions, refer to Understanding permissions in activities module
Standard event fields
Title
The name of the event. This is a mandatory field and should clearly describe the purpose of the event.
Description
A rich text field where you can add detailed information, such as the agenda or key discussion points.
Start date
Specifies the date and time when the event begins. Mandatory for scheduling accuracy.
End date
Specifies the date and time when the event ends. Mandatory to define event duration.
All day
A checkbox that indicates whether the event lasts the entire day. Useful for full-day meetings.
Location
Indicates the physical venue or virtual meeting space for the event.
Meeting link
A URL field for online sessions, such as video conferencing links.
Host
The person responsible for organizing or managing the event. This is mandatory for accountability.
Participants
Specifies individuals who will attend or be invited to the event.
Insight fields in events
Insight fields are system-computed, read-only fields that derive their values from related activities, communications, and record events. These fields update automatically based on activity data. These fields cannot be edited or configured. They appear on the event’s details page and help users clearly understand engagement history, prioritize follow-ups, and analyze interactions without entering data manually
Modified by
Stores the user who last updated the event.
Modified on
Stores the date and time when the event was last updated.
Created on
Stores the date and time when the event was created.
Created by
Stores the user who created the event.
Customizing event fields
Field visibility
When creating an event, the form displays the fields included in the create form in the fields setup. However, all event fields are automatically included in the create form and the Show in create form option is checked by default and cannot be unchecked.
Required fields
To make a field required,
- Go to Setup > Activities > Events.
- Under Form settings, click the Included in create form button to open the Create Form Settings dialog.
- Check Make this field required.
- Save your changes.
Alternatively, you can check the Make this field required option in the field’s details page, which you can access by clicking the field name in the listing page.
Field name
The label shown to users wherever this field is used. It can be edited to make it clear and descriptive.
API name
This name is used to reference the field in the API and other integrations. It cannot be changed.
Field type
The data type (e.g., Single-select dropdown, Date and time) of the field. This determines how the field behaves and what data it can store. It cannot be changed.
Placeholder text
Provide a short hint about what to enter. This text appears inside the field until the user starts typing.
