Activities include events and tasks. With AdvoLogix, track meetings and tasks together in lists and reports to easily prioritize your time and keep up with your accounts, contacts, and Matters.
Activities Tab
- OR - Open the Activites Related List
New Event Creation Page
By default, the event is assigned to the creator.
Change Assigned to Field
To assign the event to another user:
1. Enter a user’s name
OR
2. Select a user with the lookup icon (see next Step 'Lookup a User')
Lookup a Single User
- Type a Name in Search
- Click Go
- Click on the FULL NAME of the Correct Result
Add Invitees
Choose Invitees
1. Choose desired 'Search within' type from the drop-down.
~OR~
2. Type a name.
3. Click Go to see Search Results.
4. Choose the desired persons from Search results by Checking the Box next to their name(s).
5. Click Insert Selected to set the correct persons chosen in the Selected List (see "Selected List" generated - screenshot below).
6. Click Done to Save chosen persons to event Invitation.
'Invite Others:" Section
Invite other section now shows Chosen Invitees.
Finish Completing Event
Fill in the rest of the Event information and Save.