Availability tab

The Availability tab displays you when the leader, other Infor CRM SLX activity members, or any required resources are free or busy to help you schedule your activity. You can only manage members or resources required for a phone call or meeting.

Note: If an application user associated with a contact is added to the Availability tab, the contact is added to the Attendees tab. If you add a contact who is associated with application user to the Attendees tab, the associated user is automatically added to the Availability tab, so you can view if the user is free or busy.

To access the Availability tab, click the Availability tab from the Schedule Activity or Edit Activity view.

On this page, you can:

  • View leader, member, and resource availability:
    • Use the Availability tab grid to determine if the leader, activity members and resources are free or busy for the proposed activity time.
    • If required, use the arrow options to find a time when all members and resources are available, and change the Start Time.
  • Add members and resources (Phone Call and Meeting only):
    • Click Add Members and Resources icon.
    • Use the Lookup to find members or resources you require to add to the activity. See Finding records
    • Select each member or resource and click Add Selected.
      Note: To select more than one record, hold [Ctrl] or [Shift], and highlight the records.
  • View member responses:
    • Use the Availability tab grid to determine if activity members have accepted, declined or not yet responded to the activity confirmation.
      The user has accepted the activity confirmation.
      The user has declined the activity confirmation.
      The user has not accepted or declined the activity confirmation.
  • Click Remove next to the member or resource you require to remove from the activity.