Accessing Send Meeting Invite Option

To access the Send Meeting Invite option:

1. Hover over the orange dot indicator in the address book field. The orange dot indicator will turn into a clickable indicator.

2. Click the clickable indicator. The hover form is displayed.

3. Click the Collaborate tab. The Collaborate tab displays a list of email IDs associated with the Address Book number.

   The list of email IDs that appears in the Collaborate tab is configured for a particular address number in the Who's Who application. If an email ID is not configured for a particular address number, the Collaborate tab is empty and the Send Email and Send Meeting invite buttons are disabled.

4. In the Collaborate tab, select the email ID as required. You can select multiple email IDs. You can use the Next and Previous links in the Collaborate tab to navigate across the contacts.

5. Click the Send Meeting button.

6. The File Download window of the default browser is displayed with an option to open or save the .ics file.

7. Click Open.

   Note: You can also save the file in a desired location and open it later.

8. The Appointment window of the default calendar client is displayed.

   The subject of the meeting invite contains the title of the form. The body of the meeting invite contains the title of the form and the parameterized URL of the form in the case of Employee Information and Address Book Information hover forms. You can view the form or application by clicking the parameterized URL, and then entering your user ID and password.

   The body of the meeting invite is empty in the case of Customer Information and Supplier Information hover forms.

   Note: For Outlook, you can choose an option to open or save the .ics file. For Thunderbird, save the .ics file to a desired location; then, open Thunderbird, access the Events and Tasks tab, click Import, and navigate to the location where you saved the .ics file. Select the .ics file and click Open. The meeting will be added to the Thunderbird calendar and also in the Events and Tasks window.The Send Meeting Invite creates the meeting request by default using the current time on the machine from where the E1 HTML server is running. It does not use the time on the machine from where the browser with the E1 web client is accessed. You can open your default email/calendar client and edit the time of the meeting request.

9. The recipient address will be populated based on your selection.

10. Click Send.

If the hover form contains lot of information, for example, if the email address is very long then the browser inserts the scroll bar. It is recommended to have concise information on the hover forms since the hover forms are intended to provide a small snapshot of the data.

If the parameterized URL is very long, the email clients such as Thunderbird and Gmail will not render the complete URL as a hyperlink.

In that case, you have to manually copy the entire link and paste it into the address bar of your browser to access the E1 application. This does not happen if you are using Microsoft Outlook as your default email client.