Client Events

Client event configuration and queries

Events

Use Clients / Events to record transactions of note for the client.

Client events can be created by scheduler jobs, which may send and store emails, reports, and SMS messages. See Client Queries for more details.

Events exist across multiple areas of the system including Quotes, Contracts, Drivers, Employees, and Suppliers. All client events can also be viewed in Fleet / Administration / Events / Clients.

Workflow

New events are created by selecting New, then saved using Create.

Events are managed using selection checkboxes:

  • Select events to Edit, Delete, or Attach documents

  • Attachments can be opened via the paperclip icon

  • Each event can include an action, due date, and completion status

  • Incomplete events are displayed in the KPI Home screen

Filtering Events

Type Filter

The Type filter controls which events are displayed:

  • Defaults to --All--

  • Selecting a type filters the list immediately

  • The same list is used when creating a new event

  • Types are sorted alphabetically

Audit History

Use the audit/history icon on a selected event to view its audit trail.

Event Fields (Rows)

Each event record contains:

  • Type — Event type (ordered by client event code)

  • Date — Event date (auto-populated on creation)

  • Value — Optional value field

  • Description — Event description (may auto-fill if configured)

  • Action — Configurable action type

  • Due Date — Follow-up date

  • Completed — Marks event as complete/incomplete

  • Attachment — Indicates attached document

  • User — Assigned user login (may be role restricted)

  • Last Edit — Last modified timestamp

Sample Event Types

Code

Description

Notes

CR

Client Request

Track requests and follow-ups

INSP

Insurance Base Premium

Insurance calculation data

INSCH

Insurance Claims History Amount

Claims history tracking

INSNC

Insurance Number of Cars

Insurance risk profiling

MT

Meeting

Meetings and minutes

NOTE

Note

General notes

SALES

Sales Call

Sales activity tracking

TC

Telephone Contact

Phone call logs

VISIT

Regular Visit

Updates Last Visit / Next Visit fields

Output Options

Events can be exported in:

  • PDF format

  • CSV format

System Setup Notes

Event behaviour is configured via system tables and scheduler jobs.

Configuration

  • Event types are defined in configuration tables

  • Events can be marked as:

    • Cost Centre-related events

    • Active or inactive event types

  • Sort order is controlled by a hidden configuration field

  • Changes may affect scheduler job mappings and integrations

Custom Value Lists

Custom dropdown values can be configured for:

  • Event Value field

  • Event Description field

These can be used independently or together.

Scheduler Events

Events can be generated automatically using scheduler jobs.

Mail Query

Sends email/SMS and optionally creates an event record.

Event Query

Creates an event without sending communication.

Attachments (reports, spreadsheets, PDFs) can be included.

Contact Catch-e Support to configure scheduler-based event generation.

Query Parameters (Client Events)

Applies when Event Table = Client in scheduler configuration.

Configurable Parameters

  • eventclientid (Mandatory) — Client ID

  • event_value — Event value

  • event_description — Event description

  • eventactionid — Action ID

  • eventduedate — Due date

  • eventlastedit — Last edit timestamp

  • eventuserid_edit — Overrides user for KPI tracking

  • eventcompletedflag — Default completion flag (usually yes)

Not Configurable

  • attachment_id — Populated only when an attachment exists; otherwise NULL