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 ensures accurate data entry. You can rename and set fields as mandatory as needed.

Standard event fields

The system provides predefined fields such as:

• 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.

Note: Fields marked with an asterisk (*) are mandatory.

Field visibility

All event fields are system-defined and automatically included in the event creation form. They cannot be removed.

Required fields

By default, Title, Start date, End date, and Host fields are required. To make other fields mandatory,

• Go to Setup > Activities > Events.
• Under Form settings, click the Edit icon next to Included in create form.
• Check Mark this field required.
• Save your changes.

Alternatively, you can check the Make this field required option in the field details page which you can access by clicking the field name in the listing page.

Field customization options

Click a field name to open its configuration page. You can adjust the following settings:

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.

Field display and editing configurations

The Show in create form option is disabled because all these fields must be in the create event form and cannot be removed. For the above-mentioned mandatory fields, Make this field required is enabled by default and cannot be unchecked. However, you can make additional fields mandatory using this option.