Participants Tab

Use the Participants tab to manage additional contacts and leads associated with an activity.

By default, when a contact or lead is added on the General tab, the contact or lead is added to the Participants tab as the primary. If you select a different primary on the Participants tab, then the General tab is updated with the new primary contact or lead. Both contacts or leads remain on the Participants tab unless they are removed using the Delete button.

Note: If the Show history for all participants option is not selected, then you will see a history item for only the primary participant. See Setting Activities Options for more information.

If you add a contact who is associated with an Infor CRM user to the Participants tab, then the associated user is automatically added to the Availability tab, so you can see if the user is free or busy. If Infor CRM user associated with a contact is added to the Availability tab, then the contact is added to the Participants tab.

If an Infor CRM user associated with a contact is added to the Availability tab, then the contact is added to the Participants tab. If you add a contact who is associated with an Infor CRM user to the Participants tab, then the associated user is automatically added to the Availability tab, so you can see if the user is free or busy.

When you add a contact or lead to the Participants tab the activity will appear on the Activities tab on the associated Contact and Account Detail view or Lead Detail view.

On this page you can:

  • Open the Participants tab: Schedule or edit a meeting or phone call and click the Participants tab.
  • Add one or more contacts
  • Add one or more leads
  • Add contacts and leads
  • Change the primary contact or lead: In the grid, select the Primary check box next to the contact or lead you want to be the primary.

    The General tab is updated with the new primary contact or lead.

  • Assign a role to a participant:
    1. In the grid, click in the Role column for the participant you want to edit.
    2. Type a role or click the drop-down arrow and select from the list.
  • Indicate the participant is an attendee:

    Contacts and leads added from the General tab are added to the Participants tab with the IsAttendee check box cleared to indicate that they are only associated with the activity. Contacts and leads added from the Participants tab are added with the IsAttendee check box selected to indicate that they are attendees of the meeting. To edit the IsAttendee column for each contact and lead:

    • Select the IsAttendee check box to indicate that the contact or lead is not only associated with the activity, but is also an attendee.
    • If the contact or lead is associated with the activity, but will not attend the activity, then clear the IsAttendee check box.
  • Remove a contact or lead:
    1. Select one or more records in the list and click (Delete).
    2. Click OK.