Auto Complete Events

The Auto Complete option can be found on the Edit Event Setup page (Setup>Schedule Setup>Configuration).

If set to Yes, the event will automatically complete as long as the following steps have been performed:

• The event was funded.
• If required to complete, an Employee, Member, and Location are attached to the event.
• The employee has entered verification, or employee verification was set to No.
• The member has entered verification.
• All of the following Company Schedule options are set to No:
  
  • Tracks Hand Off
  • Tracks Opportunity
  • Tracks Sold
  If any of these options are set to Yes, the employee must complete additional information and then manually complete the event.

To set Company Schedule Options, please contact ABC Technical Support.