Adding Participants to Activities

When you add an activity to your calendar, you might also want to add the people who participate in the activity. You can add participants to the activity on your calendar. Participants can include contacts and employees.

Participants can also include resources, such as a projector or a conference room. For more information, see "Using the Participant Availability Subview".

Adding Contacts to Activities

You can add contacts to activities.

To add contacts to an activity  

1. Navigate to the Calendar screen.

2. In the daily, weekly, or monthly calendar format, click the hyperlink for an activity description to access the activity.

   The Calendar Detail form appears with the Participants list beneath it.

3. In the Participants list, click Add Contact.

   The Add Contacts dialog box appears.

4. Select one or more contact records, and then click OK.

   The selected contacts appear in the Participants list and are part of the activity.

Adding Employees to Activities

You can add employees to an activity.

To add employees to an activity  

1. Navigate to the Calendar screen.

2. In the daily, weekly, or monthly calendar format, click the hyperlink for an activity description to access the activity.

   The Calendar Detail form appears with the Participants list beneath it.

3. In the Participants list, click Add Employee.

   The Add Employees dialog box appears. Use Query (the magnifying glass icon) in the Employees list to find an employee as required.

4. Select one or more employee records, and then click OK.

   The selected employees appear in the Participants list and are part of the activity.

5. (Optional) Review the Participants list to verify an employee's availability.

Adding Resources to Activities

You can add resources to an activity.

To add resources to an activity  

1. Navigate to the Calendar screen.

2. In the daily, weekly, or monthly calendar format, click the hyperlink for an activity description to access the activity.

   The Calendar Detail form appears with the Participants list beneath it.

3. In the Participants list, click Add Resource.

   The Pick Resource dialog box appears.

4. Query for the type of resource you are looking for.

5. Select one or more records, and click Check Availability.

   Only the resources that you select in Step 4 appear. A check mark appears in the Available column for any resource that is available during the time of the activity.

6. Select the available or unavailable resources that you want to add to the activity, and then click OK.

   The selected resources appear in the Participants list.