Contacts and Events Module

The Contacts and Events module in R-Wave ERP provides flexible tools for managing company profiles, associated contact persons, and related events.

This module includes the following key tabs:

• Company Card
• Events
• Events Reports
• Schedules

It helps you keep track of internal and external business interactions, organize repeating activities, and maintain an up-to-date contact database.

R-WAVE ERP Guide

R-WAVE ERP Guide

To support user navigation and clarity, R-Wave ERP includes a built-in contextual help system in the form of a pop-up guide window. This feature is available across different modules, including Contacts & Events, and is designed to help users understand where they are in the system and how to use the current section effectively.

Purpose

The ERP Guide window helps users by:

• Showing where you are within the system (module context).
• Providing a visual schema of your company’s business flow, helping you understand how the current module fits into the larger operational structure.
• Offering a quick-reference instruction panel with the main actions and functions available in the current tab (e.g., creating companies, filtering, scheduling events).

Layout and Content

When opened, the ERP Guide window is divided into two main areas:

• Left Side — Business Flow Map
  This section displays a structured diagram of your company's processes and how the current module connects to others (e.g., CRM, Procurement, Sales, HR). It visually highlights your current position in the overall ERP environment.
• Right Side — Functional Overview
  Provides a concise, bullet-style instruction list describing the key operations available in the current module/tab.

Top Bar Options

At the top of the ERP Guide window, you'll find two optional tools for deeper understanding.

• Business Process Map - Opens a full interactive view of your organization’s process structure.

• Glossary - Provides definitions and descriptions of key terms and field labels used in the ERP interface.

The ERP Guide window can usually be opened via a dedicated icon or help button (often located in the upper right corner of the screen). It is non-intrusive and can be closed or reopened as needed, allowing users to stay focused without losing their place.

1. Company Card

1. Company Card

The Company Card tab is the central area for managing all companies that your organization interacts with — such as clients, suppliers, potential leads, or partners. Each company card can contain detailed information including region, category, and associated contacts. You can also track the latest events related to each company directly from this view.

At the top of the page, you’ll find a comprehensive filter panel that allows you to search and refine the list of companies based on multiple parameters.

Filtering Options

• Name - Enter a full or partial company name to search.
• Country - Select one or more countries. This is a multi-select field, allowing you to filter by multiple countries at once.
• Region and Sub Region - These fields are dependent on the selected country and will become active only after at least one country is selected.
• Ordered Nomenclature - This filter allows you to classify companies based on internal nomenclature structure. When clicked, a detailed selection panel opens with the following search fields: Code, Name, and Category. You can also select a nomenclature directly from the list displayed below the filter.

Note: Nomenclatures marked with the "NEW" label are not available for selection, as they still require confirmation.

• Category - This is a multi-select field, where you can assign companies to more than one category (e.g., “Supplier” and “Partner”). The list of categories is fully customizable by the user.
• Contact Person Name - Search by the name of a person associated with any company.

Company List Table

Once filters are applied, the matching companies are displayed in a structured table below. Each row provides a summary of the company and its recent interaction history:

• Name - The name of the company.
• Description - A brief internal description or note.
• Last Event - Displays key information about the most recent event associated with this company, including:
  • Event Type
  • Start Date, End Date
  • Comment – Additional notes or context
  • Status – Such as "Done", or "Not Done"

Add & Export

+ New Company: Add a new company card manually.

Export Excel: Export the filtered list of companies for offline use or reporting.

2. Creating and Editing a Company Card

2. Creating and Editing a Company Card

In the Contacts & Events module of R-WAVE ERP, you can easily add new companies to your system and manage their profiles over time. Each company is stored as a Company Card, which includes contact information, categorization, event history, linked data, and more.

How to Create a New Company

1. Click the “+ Create Company Card” button.
2. A pop-up form titled Company Card will open, where you can input the company’s details.

Mandatory Fields:

• Name* - Enter the full name of the company.
• Category* - Select one or more categories (e.g., Supplier, Customer, Business Partner etc). This is a multiple-choice field.

Additional (Optional) Fields:

• Code - Internal identifier or reference code, contain numbers only.
• Tax Number - Official tax ID or VAT number.
• Registration Number - Legal business registration identifier.
• Address - Physical or legal address.
• Emails - One or multiple email addresses.
• Phone Number - Contact phone.
• Website - Official website URL.
• Country - Select the country. Once selected, this enables:
• Region and Sub Region fields (which depend on the selected country).
• Nomenclature - Choose a classification using internal nomenclature (opens a searchable pop-up with Code, Name and Category).
• Description - Any additional notes or summary about the company.
• Don’t Have VAT - Check this box if the company is not VAT-registered.

After completing the form, click Create to create the company card.

Viewing and Managing a Company Card

Once the company is created, the Company Card Profile window will open. This contains several sections and actions:

• Company Information - Basic profile data (editable).

• Contact Persons - List of associated individuals with roles and contact info.

• Linked Companies - Displays connections to other companies in the system.

• Events - Log of interactions, meetings, and activities related to this company.

• Invoices - Associated financial documents.
• Files - Uploaded files such as contracts, documents, or notes.

Available Actions

• Edit Company Information – Opens the editable form to update company details.
• Remove Company – Deletes the company from the system (permissions may apply).

Opening an Existing Company Card

To view or edit an existing company’s profile, follow these steps:

1. Search or Filter the Company
   In the Company Card tab, use the filter panel at the top of the screen to narrow down the list.
2. Select the Company from the List
   Click once on the row of the company you want to open.
3. Open the Company Card
   After selecting the row, click the “Selected Company” button.

Then click Company Card to open the full profile of the selected company or Remove option to delete the company from the system.

3. Contact Persons

3. Contact Persons

In each Company Card, you can manage the individuals who represent or communicate on behalf of that company. These are the people you contact for operations, sales, support, negotiations, and other business interactions.

Creating a Contact Person

To add a new contact person:

1. Open the relevant Company Card from the list.
2. Navigate to the Contact Persons section.
3. Click “Create Contact Person”.

This action opens a form where you can enter the individual’s details.

Contact Person Fields

• First Name: Enter the first name of the contact person (mandatory).
• Last Name: Enter the last name of the contact person (mandatory).
• Additional Information: You can also add optional details such as:
  • Email Address
  • Phone Number
  • Position
  • Comments

After saving, the contact will be added to the list associated with this specific company.

Opening, Editing, or Removing a Contact Person

The Contact Persons section displays a list of all individuals associated with the company.

To manage an existing contact:

1. Click on the row of the contact person you want to access. This activates the “Selected Contact Person” button.
2. Click Selected Contact Person to open a dropdown menu with three available options:

• .
  • Contact Person Page - Opens the Contact Page of the selected person.
  • Edit - Opens the form to update their information.
  • Remove - Deletes the contact from the company profile (based on user permissions). This approach ensures consistent access and editing logic across both companies and their contacts.

Viewing and Managing a Contact Person Page

You can navigate through different tabs and sections on the Contact Person Page.

• Contact Information - Basic profile data.

• Linked Contacts - Displays connections to other contacts in the system.

To add a new contact, click the Add Connection button. To Edit or Remove a linked contact, select the desired row and click the Selected Linked Contact button.

• Linked Companies - Displays connections to other companies in the system.

• Events - Log of interactions, meetings, and activities related to this company.

Here, the user can add an event to a contact, select the desired event row, click Selected Event, and mark it as Done (if not already completed). They can also Edit the event to add or update a comment, or Remove the event from the list if needed.

4. Linked Companies

4. Linked Companies

In R-Wave ERP, you can define and manage relationships between different companies in your database using the Linked Companies feature. This allows you to reflect real-world connections such as partnerships, client-vendor relationships, subcontractors, affiliates, and more — directly inside each Company Card.

A linked company is another company within your system that has a meaningful connection with the current company. These connections are useful for understanding business networks, managing collaboration, and supporting internal workflows.

Viewing Linked Companies

To see which companies are linked to the one you're currently viewing:

1. Open the Company Card of the company.
2. Navigate to the Linked Companies section.

You'll see a list showing:

• Linked company’s name
• Contact person (if assigned)
• Position, email, and phone
• Assigned connection weight (relationship strength)

This provides a quick overview of who the company works with and at what level.

Creating a Linked Company Connection

To create a new link between companies:

1. Open the Company Card where you want to add a connection.
2. Go to the Linked Companies section.
3. Click the "Add Connection" button.

A pop-up window will appear. In this window, follow these steps:

• Search & Select the Company
  Browse the list or use search to find the company you want to link to. You can filter by name or category.
• Choose Contact Person(s) (Optional)
  If relevant, you can associate specific individuals from that company to make the connection more detailed (e.g., key account manager, sales representative).
• Assign a Connection Weight
  Use the range slider (0 to 10) to define the strength of the connection.
  A score of 0 indicates no strong connection.
  A score of 10 indicates a critical or strategic relationship.
  Click "Create" to finalize and save the connection.

Managing Linked Company Connections

Once connections are created, you can manage them directly from the Linked Companies section:

• Selecting a Connection

Click on a row to highlight it. This will enable the "Selected Linked Company" button. After clicking it, you will see options to:

• Open Contact Person Page (if available)
• Open Company Page (if available)
• Edit
  You can update the connection weight or change associated contact persons.
• Remove
  If the relationship is no longer relevant, you can delete the link at any time.

5. Events: Tracking Activities with Companies

5. Events: Tracking Activities with Companies

The Events feature in R-Wave ERP allows you to log, monitor, and evaluate all types of business interactions — from internal meetings and sales calls to customer presentations and follow-ups. By documenting each activity and its outcome, your team gains insight into relationship progress and the effectiveness of each engagement.

Events can be created from three locations in the system:

• From the main Events module in the Contacts & Events section.
• From a Company Card — with the company pre-filled.
• From a Contact Person’s profile — with both the person and their company pre-filled.

Where to Create Events

There are three ways to create an event:

1. From the Main Menu:
   • Go to Contacts & Events > Events
   • Click "+ New Event With/Without Employee"
2. From a Company Card:
   • Open the Company Card
   • Click "+ Add Event To Company With/Without Employee" from the event section
3. From a Contact Person Page:
   • Open a contact’s profile
   • Click "+ Add Event To Contact With/Without Employee" from the event section

Creating a New Event

Clicking “+ New Event With Employee” opens a pop-up titled Add Event with Employee.

You’ll be asked to fill in the following fields:

Required Fields:

• Event Type* - Select the type of interaction (e.g., Business Meeting, Customer Visit).
• Employees* - Select one or more employees who are involved in the event.
• Start/ End Date and Time*

After choosing a date in the calendar, be sure to click "Set Date" to confirm.

Optional Fields:

• Companies - Link one or more companies involved in the event.
• Contacts - Select contact persons (if relevant).
• Description - Provide context, goals, or planned outcomes.
• Files - Upload any documents relevant to the event.
• Repeatable - Use the toggle to mark this event as part of a repeating schedule.

When creating an event from a Company Card or Contact Person page, the corresponding company/person is pre-filled automatically.

Completing and Tracking an Event

Once the event has taken place, it should be marked as Done. This finalizes the event — it becomes read-only (except for result color, which can still be updated).

Outcome Tracking Fields:

1. Event Comment - Describes the outcome, next steps, or client feedback.
2. Activity Status - Marks the event as completed. Once set, the event becomes read-only — you can no longer edit its fields, but you can still change the result color.
3. Result Color - Indicates the quality of the outcome:

Color	Meaning
Green	Positive result — success, interest, agreement.
Yellow	Neutral result — no clear outcome, follow-up needed.
Red	Negative result — no interest, failed attempt.
Grey	No result — unclear or not evaluated.

Scheduling an Event and Handling Conflicts

When defining the Start and End Time, R-Wave checks for overlapping events involving the same employees.

If a conflict is detected, a message appears showing conflicting activities. You can:

• Allow the overlap by confirming the new time
• Or change the date/time to avoid the conflict

Don't forget to click "Set Date" after selecting the date from the calendar — otherwise, the time won’t be saved.

Example of Event Result Tracking

Event: Call to Customer

• Situation 1: Positive Result (Green)
  You made the call, and the customer showed interest in your product or services. This indicates a successful interaction and potential for further collaboration.
• Situation 2: Negative Result (Red)
  The customer clearly stated they are not interested and will not proceed. This outcome suggests the lead is no longer viable, and effort should be redirected.
• Situation 3: Neutral Result (Yellow)
  The customer said they are not ready yet but may consider it later. This case calls for follow-up and tracking over time.
• Situation 4: No Result (Grey)
  You attempted to call the customer, but no one picked up, or the meeting was cancelled without rescheduling. Since the interaction did not happen, there’s no outcome to evaluate.

Interpreting Result Patterns in the Event Table

Each company profile contains an Event Table, where you can view the color-coded outcomes of all activities. This visual summary provides valuable insight into the health of the business relationship.

• All Green:
  Indicates strong engagement and successful progress.
  Next step: Prioritize this lead and continue nurturing the relationship.
• All Red:
  Indicates repeated failures or rejection.
  Next step: Consider discontinuing outreach or changing strategy.
• Mixed Results:
  Shows inconsistent outcomes across different activities.
  Next step: Identify what works and focus on improving specific weak points.

Using Event Results for Strategic Planning

By reviewing the Event Table regularly, you can answer critical business questions:

• Which companies are worth pursuing further?
• Which employees or activities generate the best outcomes?
• Which leads require a new approach or can be deprioritized?

This makes the Events module not only a tracking tool, but a strategic asset for improving marketing and sales performance.

Editing Event Comments

Once an event has been created and marked as Done, you may still need to clarify or update the comment describing the interaction — for example, to add missing details or reflect the final outcome more precisely.

To edit the event comment, follow these steps:

1. Open the Event
   Navigate to the event in the Event Table or from the Company Card > Events section.
2. Click "Edit"
   Select the event row and click the “Edit” button to open the editing window.
3. Update the Comment
   Scroll to the Event Comment field and make the necessary changes.
4. Save Changes
   Click “Save” to apply your updates. The event status and color (if already marked Done) will remain unchanged.

Viewing and Managing Events in the Calendar

Viewing and Managing Events in the Calendar

In addition to company-based event tracking, the Events tab of the Contacts & Events module provides a centralized calendar interface. This view allows users to visualize scheduled activities across the organization, access event details, and manage interactions in a structured and timely way.

1. Calendar View

The calendar view is located in the Contacts & Events > Events tab. It displays all scheduled activities in a structured monthly layout:

• Each event is shown on the corresponding date.
• If multiple events fall on the same day, the total count is displayed.
• You can navigate between months or specific days using standard calendar controls.
• Hovering over a date reveals quick information about that day's events.
• For full event data and actions, users should refer to the filtered list below the calendar.

This layout enables quick access to daily and monthly overviews of business activity.

2. Filtering and Managing Events

Under the calendar, there is a Filter Events panel that allows users to search and refine the list of events displayed in the table below.

Available filters include:

• Employees – select one or more involved employees (multi-select with search)
• Departments – filter by department to narrow by team
• Event Types – categorize events
• Date From / To – define a custom date range
• External Calendars – sync events from other sources
• Description – keyword search by event content
• Sales Chain Statuses – filter by sales pipeline stages
• Enable Event Type Colors (checkbox) – shows color-coding by type
• Show Business Trips (checkbox) – includes travel-related activities
• Show Sales Chain Status (checkbox) – adds sales context to event list

After applying filters, the matching events appear in a structured table format, with each row representing one event.

Each row represents a single event. You can click Selected Event to:

• Open the Event Card
• Edit or remove the event

Tip: Filtering by Employees is especially useful for: viewing individual workload and availability, identifying team members involved in key business chains, coordinating schedules to avoid conflicts.

3. Understanding Event Origin and History

Each event includes metadata about its creation:

• If the Creator field is filled, the event was manually created by a user.
• If the field is empty, the event was auto-generated — for example, from predefined schedules or external system integrations.

This helps administrators and managers trace the source of scheduled activities and maintain accountability across departments.

Tracking Events in the Calendar and Event History

Tracking Events in the Calendar and Event History

Each event includes metadata about its origin. This helps users trace who created the event and when it was entered into the system — essential for accountability and time management.

1. Identifying Event Creators

In the event list under the calendar, each record contains a Creator field:

• If the field contains a name, the event was manually created by a user.
• If the field is empty, the event was auto-generated — for example, through synchronization with an external calendar or automated schedule.

This distinction helps users identify whether an activity was planned directly by the team or added automatically by the system.

2. Interactive Calendar Timeline

Below the list of events, there is an interactive calendar timeline that visually displays all filtered events by date.

This view provides:

• A visual sequence of events based on the chosen time frame.
• The ability to hover over individual events to view a brief summary.

This combination of list and visual calendar allows both operational users and managers to understand workload distribution and engagement history at a glance.

 Event Card and Company Connection

Event Card and Company Connection

When an event is selected in the event list, users can manage all of its key details using the Event Card. This card is accessed by selecting the relevant row in the table and clicking Selected Event > Event Card.

1. Event Card Overview

The Event Card provides a structured view of all key event information, split into sections:

Event Information

• Event Type
• Start and End Date/Time
• Event Description
• Assigned Employees
• Creator and Created Date

You will also see buttons for Edit (even if the event is marked Done) and Remove.

2. Event Companies

The Event Companies section lists all businesses connected to the event.

The table includes:

Name	Linked company name
Comment	Feedback or summary for this company
Comment Author	Who entered the comment
Comment Updated	Last update timestamp
Is Done	Whether the activity with this company is completed

You can:

• Add new companies to the event.

• Use the Enable Result Status checkbox to highlight the events in the list with the appropriate status colour to simplify tracking of outcomes per company.

• Edit or update comments by selecting a company row and choosing the appropriate action.

This structure allows granular outcome tracking for multi-company events.

3. Contact Persons

If contact persons are associated with the event, they will appear in the Contact Person section.

The table includes:

Name	Full name of the contact person
Comment	Interaction summary or notes
Is Done	Whether the individual interaction was completed

If no contacts have been added, the table will show "No Records Found".

You can also use the Add Contact Person button to link additional individuals.

4. Event Files

This section shows documents associated with the event.

The table includes:

Name	Filename of the uploaded document
Created	Date the file was added
Actions	Options to download or delete the file

If no files have been uploaded, the table will display "No Records Found".

Connecting Companies to the Event and Viewing in Company Card

After marking the event as done and assigning a status, the next step is ensuring that the connected companies are properly linked to the event. Here’s how it works:

1. Companies Are Connected to the Event

After adding companies to the event (as explained in previous steps), these companies will be officially connected to the event. This means that the event is now linked to the respective companies, reflecting the interaction or activity that took place with them.

2. Viewing the Event in the Company Card

Once the event is linked to the company, you can navigate to the Company Card of any involved company. Inside the Company Card, under the Events section, you will see a list of all events associated with this company. The event you just completed will now appear in this list, providing a quick overview of the activities conducted with this particular company.

This functionality ensures that all the details about the event and its associated companies are easily accessible and can be tracked directly within the company’s profile, enhancing overall organization and follow-up.

Business Trips: Planning and Calendar Integration

Business Trips: Planning and Calendar Integration

R-Wave ERP includes a dedicated Business Trips module that allows you to manage and visualize employee travel across the organization. These trips are also seamlessly integrated into the Events calendar, enabling comprehensive planning and workload coordination.

Creating a Business Trip

To create a business trip, follow these steps:

1. Open the Business Trips Module

Go to the main menu > Business Trips.

2. Create New Business Trip

• Click on the "New Business Trip" button to initiate the creation of a new trip.

3. Fill in Employee Details

Choose the employee who will be traveling from the list.

4. Set Start and End Dates

Specify the start date and end date of the business trip.

5. Add Additional Details

You can fill in additional information such as the destination, purpose of the trip, and any specific comments related to the trip (e.g., Hotel, Vehicle, etc.).

6. Save the Trip

Once all details are filled in, click Save to register the business trip. It will now appear in both the Business Trips module and the calendar.

Tracking Business Trips in the Calendar

Business trips are visualized directly in the Events calendar, making it easier to align them with other activities and team availability.

1. Enable Business Trips on the Calendar

In the Events check the box “Show Business Trips” in the top right corner or in the filtering section below the calendar, as shown in the picture. Once enabled, business trips appear as purple blocks on the corresponding dates.

2. Select Date Range to View Details

First, select the date range to see the full list of business trips during that period.

Using the Date Filters: Use the "Date From" and "Date To" filters below the calendar to specify the start and end dates.

Using the Calendar: Click on the start date in the calendar. Then, click on the end date. The selected period will be shown in square brackets.

After applying the filters, scroll down to the event list below to see the full list of business trips.

3. Viewing Business Trips

Once business trips are enabled, you can easily track and view them within the module:

• Description
  A short description of the business trip.
• Employee name
  The employee's name will be displayed alongside the business trip details, so you can quickly see who is traveling.
• Event Start and End Dates
  Each trip will clearly show the start and end dates of the business trip, making it easy to track the trip duration.

To see more details about a business trip, select it on the list, click on Selected Event > Event Card.

By using the Business Trips module, you can ensure that all business-related travel is organized and well-documented, helping your team stay on top of employee travel schedules.

Viewing Sales Chain Statuses in the Calendar

Viewing Sales Chain Statuses in the Calendar

In addition to events and business trips, the R-Wave ERP calendar allows you to track Sales Chain Statuses — key indicators of where each sales opportunity currently stands. This integration helps teams coordinate timelines and align operational work with sales pipeline activities.

Enabling Sales Chain Status Display

To activate the calendar display for sales chain statuses:

• Go to Contacts & Events > Events
• Check the box labeled “Show Sales Chain Status” in the top right corner or in the filtering section below the calendar, as shown in the picture.

Once enabled:

• Sales chain statuses will be marked in orange on the calendar.
• The number of updates per day will be shown in each relevant date cell.

Viewing Sales Chain Status Updates

To view detailed information about the sales chain status changes:

1. Select a Date Range

Use the Date From / To filters below the calendar to define the period of interest.

2. Scroll Down to the Event List

Each status entry in the list includes a clickable element (e.g., a link or button).

By selecting a row and using Selected Event > Open Sales Chain, you can:

• View the full sales chain details
• Analyze progress, history of activities, and next planned steps.

3. Open the Sales Chain from the List

Calendar as a Central Overview Tool

Calendar as a Central Overview Tool

Using the calendar with both Business Trips and Sales Chain Statuses enabled provides significant operational benefits:

Benefit	Description
Improved Scheduling	Avoid overlap between critical sales milestones and employee travel. Coordinate meetings and follow-ups based on full team availability.
Unified Visibility	Gain a complete picture of internal operations and external sales progress — all in one interface.
Better Planning & Reporting	With filtered data below the calendar, you can quickly assess upcoming tasks, completed actions, and current focus areas across your team.

By integrating Sales Chain Statuses directly into the calendar, R-Wave ERP allows sales and operations teams to stay aligned, act on time-sensitive opportunities, and maintain clarity over pipeline performance.

Event Management in R-Wave ERP

Event Management in R-Wave ERP

In R-Wave ERP, events represent key activities within a company's operations, with each event falling into one of two categories: internal or external.

1. Internal Activities

These include internal meetings, team trainings, and other internal company events that help maintain smooth operations. Internal events are scheduled on the calendar, and once planned, they provide visibility into employee availability, allowing you to effectively coordinate these activities without disrupting other responsibilities.

2. External Activities

External events involve partners, clients, distributors, or other external entities. These events are mostly related to marketing, business development, and collaboration with other businesses. Examples include product presentations, distributor meetings, marketing exhibitions, and partnership activities. External activities are scheduled and tracked similarly, but with the added layer of company connections, where you assign and track partner companies and relevant contacts associated with each event.

Once the activities are scheduled in the calendar, companies and contacts are linked to the respective events. This helps monitor the progress and results of the activity, ensuring transparency and accountability. Additionally, by analyzing the outcomes of the activities—whether marketing, training, or collaboration—you can assess the effectiveness of your actions and make informed decisions on next steps, whether it’s expanding partnerships or adjusting strategies.

Through detailed tracking, analysis, and the ability to connect events to companies and employees, R-Wave ERP ensures that you can successfully manage both internal and external activities with precision. This results in better-coordinated efforts, improved business relationships, and more productive internal operations.

Event Reporting and Analysis in R-Wave ERP

Event Reporting and Analysis in R-Wave ERP

R-Wave ERP offers robust event reporting capabilities to give you clear insights into both past and future events, helping to track and evaluate your company's activities.

1. Event Reporting Overview

You can analyze the last events from the past 10 days (default setting) and future events in one place. This gives you a comprehensive overview of what has been done and what is planned.

The event report card shows details like company categories and allows you to analyze performance by these categories, enabling a deeper understanding of how different company sectors are progressing.

2. Extended Periods for Analysis

The report can be extended over a longer period if needed. This helps in looking at trends and longer-term performance across multiple activities. Simply set the desired date range using the filtering option Event Date Filter and setting either the Last Events Date Start/End for past events or Future Events Date Start/End for future events.

3. Employee Performance

You can analyze the work of specific employees (miltiple choice), and see what events they have handled over a specific period. This helps in tracking employee accountability and performance in managing events.

4. Tracking the Event Types Activities

The Events Report allows you to view the activities of your event types over the last 10 days, helping you track and analyze recent interactions—such as meetings, interviews, and customer calls—for better planning and coordination.

5. Analyzing Event Outcomes

In the report, you'll see the status of each event (e.g., completed or upcoming), its result, and any feedback on the activity, such as color-coded event results that visually show the effectiveness of each action.

6. Best Practice for Scheduling Events

Once an event is completed, schedule the next step immediately. For example, if a customer requests a presentation for next month, the next logical step is to schedule the presentation as an event for the following week. Doing so ensures that you’re always on top of your activities and appointments.

7. Centralized Calendar System

Instead of relying on external tools like notepads to keep track of appointments, it’s best practice to use the calendar within R-Wave ERP. Every event, whether it’s internal or external, should be recorded in the system, so you never forget key activities and tasks. This ensures that future events are planned properly and no details are overlooked.

By using R-Wave ERP's event management system for all your appointments, both internal and external, you ensure smooth tracking, efficient scheduling, and effective follow-up. The system helps you stay organized and connected with your business goals by keeping all events centralized and easy to analyze.

Scheduling Repeating Events

Scheduling Repeating Events

R-Wave ERP allows you to efficiently manage events such as meetings, interviews, and calls directly within the internal calendar. Scheduling repeating events helps teams stay organized and reduces the need for manual updates.

Event scheduling is useful for tasks that need to occur on a regular basis. For example, you can schedule a weekly meeting with department heads every Friday. Click button + New Schedule:

• Choose the employees involved in the event.
• Select the event type (e.g., "Department Head Meeting").
• Set the event description (e.g., "Daily Meeting with Head of Department").
• Pick the time and the weekday when the event will recur (e.g., every Friday).
• Click "Create" to save and activate the repeating event.

Once configured, the event will automatically repeat on the set dates within the internal calendar. This reduces the need for manual updates, ensuring that the event always occurs at the right time.

Hidden Settings Menu

Hidden Settings Menu

The Hidden Settings Menu in the Contacts & Events module of R-Wave ERP provides access to configuration panels that influence how events, schedules, and user roles are managed across the system. These settings are crucial for customizing the behavior of your system to match your company’s workflows.

By default, some configuration options are hidden to avoid cluttering the interface. To access advanced settings such as Company Categories, Event Types, and more, you need to manually enable the Settings Menu.

How to Show the Hidden Settings Menu

To reveal the hidden configuration tabs:

1. Navigate to the Contacts & Events module.
2. In the top-right corner of the screen, locate the slider toggle labeled "Show Settings Menu"
3. Click the slider to activate it.

Once enabled, additional settings sections will appear in the sidebar under the main tabs (Company Card, Events, Event Reports, etc.).

You can hide these settings again at any time by toggling off the same slider.

Company Categories

The Company Categories tab allows you to define and manage classifications for companies in your database, such as “Supplier,” “Outsource Partner,” or “Internal Client.” These categories help group and filter companies across different modules of the ERP.

Viewing the List

The main table displays all existing company categories with the following columns:

• Name – The label of the category.
• Module(s) – Where this category is used (multiple modules possible).

Creating a New Company Category

1. Click the + New Company button in the top-right corner.
2. A pop-up titled Create Company Category will appear.
3. Fill out the following fields:
   • Name* – Required. For example, "Business Partner".
   • Modules – Optional. Select one or more modules where this category should apply. Multiple selection is allowed (e.g., "Outsource", "Purchasing").
4. Click Create to save the new category.

Editing or Removing an Existing Company Category

1. Select a row in the list by clicking on it. The button Selected Company Category becomes active.
2. Click this button and choose either:
   • Edit – Opens the Edit Company Category window, where you can update the Name and Modules.
   • Remove – Permanently deletes the category (confirmation required).

Event Types

The Event Types tab lets you configure standardized categories of events used across the system — such as interviews, meetings, presentations, and more. Each event type can include color-coding for calendar visibility and synchronization rules for external Google Calendars.

Viewing List

You will see a table with the following columns:

• Name – The label of the event type.
• Description – Optional field describing the context or purpose.
• User Profiles – Gmail addresses of users whose Google Calendars will be synchronized with this event type.
• Color – The background color that will appear in the calendar for this event type.

Creating a New Event Type

1. Click the + New Event Type button in the top-right corner.
2. A pop-up window appears titled Create Event Type.
3. Fill in the required fields:
   • Name* – Example: “Customer Visit”
   • Description – Optional. Add context or internal notes about the event type.
   • User Profiles – (Optional) Select Gmail-based profiles whose Google Calendars should be synced with events of this type.
   • Color – Pick a calendar color to visually distinguish this event type.
4. Click Create to add the new event type.

Editing or Removing an Event Type

1. Click to select the desired row in the Event Type table.
2. Once selected, the Selected Event Type button becomes active.
3. Click this button and choose:
   • Edit – Opens the Edit Event Type window where you can modify any of the fields.
   • Remove – Deletes the selected type after confirmation.

Employees

The Employees tab in the hidden settings menu of the Contacts & Events module allows to manage internal users of the system — those who participate in events, business trips, and sales chains. Employees are displayed in a structured format that mirrors your organization’s internal departments, but flexibility is also supported for non-categorized users.

Department-Based Tree View

When you open the Employees:

• You will see a tree view of departments: each department appears as a folder.
• By expanding a folder, you can view the list of employees associated with that department.
• The structure supports nested subdepartments, allowing for detailed organizational mapping.

Not all employees must be assigned to a department. The system allows having a folder for employees without a department or position — a flexible space for users who don’t yet belong to a formal organizational group.

Creating a New Employee

To add a new employee:

1. Click + New Employee in the top-right corner.
2. A pop-up window titled Create Employee will appear.
3. Fill in the following fields:
   • First Name* – Required
   • Last Name* – Required
   • Position – Optional; select from existing positions
4. Click Create to save.

If Position is not selected, the employee will be placed in the general folder without a department.

This is especially useful when onboarding new team members or system users whose role or department hasn’t been finalized yet.

Editing or Deleting an Employee

1. Expand the relevant folder (department or general list).
2. Select the employee row.
3. The Selected Employee button will become active.
4. From this menu, choose:
   • Edit – Update first name, last name, or position (which can change the department automatically).
   • Remove – Delete the employee record from the system (confirmation required).

Customizing Departments and Positions

If you need to create a new department, it should be done via the Positions tab. A department is automatically created or assigned based on the position linked to the employee.

If you need a new position, create it in the Positions tab first — it will become available in the dropdown list when adding or editing an employee.

The system allows you to manage employees with or without a department or position, offering flexibility while preserving structure where needed.

External Event Types

The External Event Types tab allows you to manage external calendar integrations — particularly with Google Calendar — by registering specific users whose Google events can be imported into the internal ERP calendar. This integration provides a way to automatically fetch and filter events created in personal Google calendars and display them within the system, based on their type.

Overview Table

When you enter the External Event Types tab, you will see a list of already registered external calendar sources. The table includes the following columns:

• Google Calendar ID – A unique identifier used to link to a specific user's calendar.
• First Name and Last Name – User's identity associated with the calendar.
• Gmail – The email address connected to the calendar.
• Color – The color that will be used to display this calendar’s events in the ERP system for easy visual identification.

Creating a New External Event Type

To connect a new external calendar source:

1. In Google Calendar, copy the calendar’s unique Calendar ID:
   • Open Google Calendar in a browser.
   • On the left, under My calendars, hover over the calendar → click ⋮ (Options) → Settings and sharing.
   • Scroll to Integrate calendar and copy the Calendar ID.
     • For a primary calendar, the ID is the user’s Gmail address.
     • For additional calendars, it looks like abc123@group.calendar.google.com.
2. In the same settings page, under Share with specific people, add your ERP work email and grant at least See all event details permission.
3. Go back to ERP → open the Contacts&Events module, then External Event Types tab.
4. Click + New External Event Type in the top-right corner.
5. In the pop-up window titled Create External Event Type, fill in:
   • Google Calendar ID* – Required; paste the unique ID for the Google Calendar.
   • First Name and Last Name – Optional; the calendar owner’s first and last name.
   • Gmail – Optional; the email address associated with the calendar.
   • Color – Optional; pick a display color to visually mark this calendar’s events.
6. Click Create to register the external event type.

Editing or Deleting External Event Types

To modify or remove an existing record:

1. Select the desired row in the table.
2. The Selected External Event Type button will become active.
3. Choose:
   • Edit – Update any of the fields (e.g., calendar ID, color, or name).
   • Remove – Delete the entry; this will stop importing events from that calendar.

User Profiles

The User Profiles tab allows to register users whose Gmail accounts are used for internal ERP calendar synchronization. These profiles are primarily used to enable automated integration between R-Wave ERP and external Google Calendars for specific event types.

Overview Table

Upon entering the Users Profiles tab, you will see a table displaying all previously created user profiles with the following columns:

• First Name / Last Name – Personal details of the user.
• Gmail – Email address associated with the user, typically used for calendar synchronization or identification purposes.

This simple structure helps maintain a clear directory of individuals involved in external or integrated activities.

Creating a New User Profile

To add a new user profile to the system:

1. In User Profiles tab click the + New User Profile button in the top-right corner.
2. A pop-up window titled Create User Profile will appear.
3. Fill in the required fields: First Name, Last Name, Gmail
4. Click Create to save the profile.

Once created, a user profile can be referenced in other modules. In the Event Types tab, a user profile can be assigned to define which Google account is linked to specific events. For example, an HR user profile may be assigned to access all interview events.

Editing or Deleting User Profiles

As with other settings in this menu:

1. Select a profile from the list.
2. The Selected User Profile button will become active.
3. Choose one of the options:
   • Edit – Update the user’s first name, last name, or Gmail.
   • Remove – Delete the profile from the system.

Deleting a user profile may affect any references to this person in external calendar configurations or event records.

Positions

The Positions tab in R-Wave ERP allows you to manage your company’s organizational structure by creating and maintaining departments, sub-departments, and individual job positions. This structure supports assigning employees to the right roles and departments across the system.

When you open the tab, you will see a hierarchical folder view, similar to what is used in the Employees tab:

• Departments appear as top-level folders.
• Each folder can contain positions and sub-departments, allowing for a structured view of your company.

Creating Departments and Positions

At the top right of the page, you will find two action buttons:

+ New Department

Clicking this opens the Create Department window:

• .
  • Title – Name of the department (optional).
  • Department – If you want to create a sub-department, select the parent department here.

All fields are optional, so you can add flexible department structures as needed.

+ New Position

Clicking this opens the Create Position window:

• .
  • Title – Name of the position (e.g., Sales Manager, Developer).
  • Department – Select where this position belongs (can be a main or sub-department).

Positions created here will appear in the dropdown menu when assigning roles to employees.

Editing or Deleting Departments and Positions

As with other settings in this menu:

1. Select a department or position from the tree view.
2. The Selected Position or Selected Department button will become active.
3. Choose one of the options:
   • Edit – Update the title, department, or category.
   • Remove – Delete the selected item from the structure.

Departments can be created without any positions, and positions can exist without being tied to a specific department. This ensures flexibility in organizing roles across the company.