If you have made any changes to a course (either directly through CRM or indirectly through CVENT), it is always best to leave a note against the course to leave an adequate audit trail.
This will prove especially useful for administrative purposes as sometimes, customer support may be consulted to help with a matter, and if it is unclear what has happened, we can refer to the notes section for assistance.
> To add a note, you will need to log in to CRM
> search for the course:
> once you have located the event on CRM, click on ‘Notes’:
> once you are in the notes section, click on ‘Enter a note’:
> you will then need to add a title to your note:
> once you’ve entered a title, you can then enter the details of what changes have been made:
> after you have entered all the details around any changes made, you then have the option to attach any supporting documents (e.g. any screenshots from CVENT if applicable) and then click ‘Done’ to save the note:
Your note will then be saved against the event and you can repeat this process to add any additional notes if things progress or develop over time.
We would always advise you to add as much information as possible (including any dates and other specific details) as again, this will help act as an audit trail documenting any changes made.