Overview
In this section we will see how to invite people to an Internal Visit to synchronize calendars and also how to log guests attending the Internal Visit. |
Table of content
Invite colleagues to an Internal Visit
Open your Internal Visit and click on "Link" in the field "Related Event
Once on the Calendar Event page, click on the "Edit" button
Go to the section “Attendees” and add them by typing their names in the "Search" field
Do not forget to save your Internal Visit by clicking on the “Save” button.
Log Guests on your Internal Visits
By adding Guests to you Internal Visit, you will be able to send emails with all the meeting's information to them in one click and be able to record who attended the meeting
Access your Internal Visit and go to the related list "Guests" to the right of the screen
Once there, click on the "New" button
Type the name of the person attending the meeting in the "User" field.
If it is not suggested, press the "Enter" key ; a pop-up window will appear and suggest you the user in link with the name you typed before
Do not forget to "Save"
If you have several Guests to log in, use the button "Save & New" ; this will allow you to create several Guests in a row