Searching for Events

Dave McNamara
Dave McNamara
  • Updated

In this article, we’ll show you how to search for Events in the Sales Interface. You’ll find information about the different methods you can use to search as well as links to other resources.

 

Navigating to the Sales Interface

When you log into Spektrix you’ll normally be in the Sales Interface. If you find yourself in another part of the system, you can access the Sales Interface by clicking on the Control Panel in the bottom left corner of your screen:

control_panel.png

Then select Sales:

sales_menu_control_panel.jpg

 

How find Events

To search for Events in the Sales Interface, click Events:

new_user_events_menu.jpg

 

You’ll see the following screen:

search_for_events_event_list.jpg

 

You can search for Events by selecting either of the following:

 

How to search by Events list

You can search for Events using the Events list by selecting Events list:

event_list_button.jpg

You can search using the following criteria:

  • Name: Enter the name or partial name of the Event. 
  • Event Attributes and Instance Attributes: If you have set any Attributes against your Events you can search for any text in your attributes. For example, you could search for "Captioned Performance" if you have set Access set as an Event attribute. Read our article on Attributes for further information.
  • Date Range: The search will match any Events which have Instances occurring within the date range you specify using the Start Date and End Date criteria.
  • Start Date: The default is today’s date. If you leave the Start Date blank, you’ll see all Events past and present, and your search may take longer to return results.
  • End Date: This value will default to today’s date plus a specified number of days. The number of days is 60 by default. You can change this in Settings > System Setup > Event Search:

     

    settings_event_search.jpg

TIP: You’ll need the Settings Administrator Role on your User Account. If you don’t have this, ask the Administrator in your organisation.

 

How to search using the Calendar

You can search for Events using the Calendar by selecting Calendar:

calendar_view_searching_for_events.jpg

You’ll see a list of Event Instances in order of time and date:

calendar_view_display_instances.jpg

 

Click the dropdown arrow to move to a different week. You can also use the arrows to move forwards or backwards to a different week:

calendar_view_different_week.jpg

 

Click Go to today, to move to today’s date. This is only available when there is an active Instance on that day:

go_to_today.jpg

 

TIP:  You can choose to check the boxes Enable past intances? or Enable instances not on sale? to include these Instances in your search.

 

How to search by Instance list

To search for an Event using the Instances list, click the Instances list radio button:

You’ll see the following screen:

You’ll see a list of upcoming Event instances in date order. You can search using the following criteria:

    • Name: Enter the name, or partial name of the Event.
    • Event Attributes and Instance Attributes: If you have set any Attributes against your Events you can search for any text in your attributes. For example, you could search for "Captioned Performance" if you have set Access set as an Event attribute. Read our article on Attributes for further information.
    • Date Range: The search will match any Events which have Instances occurring within the date range you specify using the Start Date and End Date criteria.
    • Start Date: The default is today’s date. If you leave the Start Date blank, you’ll see all events and your search may take longer.
    • End Date: This value will default to today’s date plus a specified number of days. The number of days is 60 by default. You can change this in Settings > System Setup > Event Search:

      settings_event_search.jpg

If you want to search for Instances with the most available tickets, check the box named Order by availability:

order_availability_searching_for_events.jpg

To continue learning about the Sales Interface, take a look at the following articles:

You now have the information you need to search for Events in Spektrix. For other helpful resources, visit the Sell Items and Fulfill Orders category section of our Support Centre.