Participants Tab
Use the Participants tab to manage additional contacts and leads who are associated with an activity.
By default, when a contact or lead is added on the General tab, the contact or lead is automatically 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.
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If the Show history for all participants option is not selected, then you will see a history item for only the primary participant. |
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 an 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 views or lead detail view.
- Schedule or edit a meeting or phone call and click the Participants tab.
- On the Participants tab, click the Add Contact
button. - Use the lookup to find contacts you want to add to the activity.
Use the Lookup by and Search button to narrow the list. - Select one or more contacts, and then click Add Selected.
- When finished, click Close.
- On the Participants tab, click the Add Participant
button. - Use the Lookup Participants dialog box to find contacts or leads you want to add to the activity.
- Type the first few letters of the person's first name or last name and click Search.
- Select one or more contacts or leads, and then click Add Selected.
- Repeat steps 4 and 5 until you have selected all of the contacts or leads you want to add to the activity.
- When finished, click Close.
- 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.
- In the grid, click in the Role column for the participant you want to edit.
- Type a role or click the drop-down arrow and select from the list.
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 Participantstab are added with the IsAttendee check box selected to indicate that they are attendees of the meeting. You can 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.
- Select one or more records in the list and click the Delete
button. - Click OK.
