Creating An Event

Create an Event and send calendar invites for calls or meetings to your internal team members or external contacts in their respective mailboxes. To create an event, follow the below steps: 

1. Click on a Contact for which event has to be created.

2. Click on the Add Event icon above the tabs.

3.  The Calendar window is displayed. In Creating Event panel, specify the following details:

• Event Type: Whether the event is a Call or Meeting
• Event Name: Name of the event
• Location: Location of the event
• Description: Description of the event
• Related To: Event gets related to the contact automatically
• Status: Select the status of the event if it is held, canceled or planned
• Priority: Select the priority of the event if it is a high-priority, low-priority or medium-priority event
• Assigned To: Event gets assigned to the user automatically
• Send Notification: Check the checkbox if notifications are to be sent.

4. In the Schedule Event Panel, specify the following details:

• Date: Choose Event Start/End Date
• Send Reminder: Check the box if reminders are to be sent to the team members
• Remind On: Choose the date of sending a second reminder
• Repeat- Check the box to repeat the reminder
• Repeat once in every: Set the frequency of reminders

5. Internal Invitees panel allows you to send invites to the internal team members. Click on the name you wish to add and press the right-facing arrow button to select the user. 

6. External Invitees panel allows you to add external contacts apart from the internal team. Click on the search () button beside the Contact field. The Contacts window is displayed. Check the box against the name of the desired contact. Click on Select Contacts. 

7. A pop up window will appear. Click Ok to add the contact.   

8. Click on Save. 

9. The Event will be listed in the Activities Panel under the More Information Tab. Click on the Edit or Delete icons to make changes.