Open Forum

 View Only
  • 1.  how to trigger the budget event location once RFP is awarded

    Posted 06-26-2023 14:52

    Does anyone know how to trigger the budget event location automatically - you would think it would auto-update if a vendor is awarded. We have to update manually for every transaction and is daunting, but need it for reporting purposes.

    thanks,

    Mary


    #Budget

    ------------------------------
    Mary Trent
    Meeting and Events Category Specialist
    CHEVRON USA, INC.United States
    ------------------------------


  • 2.  RE: how to trigger the budget event location once RFP is awarded

    Posted 07-07-2023 13:53

    Hi Mary,

    Can you provide some more clarification on what you mean by the "budget event location" field and share a screenshot as well if possible? I just want to make sure I know exactly what you are referring to.


    Thanks! 



    ------------------------------
    Julia Plymack
    Client Success Manager
    Cvent
    ------------------------------