The Attendees and Participants tab, allows the user to select another user to Attend or Participate in the activity.

  1. Open an existing Event/Task/Call record.
  2. Open the Attendees tab for Event and Call, and Participants for Tasks
  3. Click the Insert button to open the Attendees/Participants screen where all users are listed with their details
  4. Click the Select button to add the users in the tab list

 

How to Send Email to Attendees and Participants:

  1. Open an existing Event/Task/Call record.
  2. Open the Attendees tab for Event and Call, and Participants for Tasks
  3. Select the user then click the Send Email button
  4. Enter the Subject and Message
  5. Click the Send button when done

How to Add the Event to Attendees and Participants Calendar view:

  1. Open an existing Event/Task/Call record.
  2. Open the Attendees tab for Event and Call, and Participants for Tasks
  3. Select the user then click the enable the Add to Calendar check box
  4. Click the Add to Calendar button. When the user checks their Calendar, the event will be list in the date
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