You want to plan meetings in Carerix. On this page you can find instructions how to schedule them and invite attendees.
Planning a meeting
You can plan Meetings in the following ways:
Directly
- Click the (+) sign in the bar on the left, next to Calendar
Via the Calendar
Click Calendar to show the meetings.
- Double-click the day of your choice in the Month display
- Click and drag-select a day and time in the Week display
- Click Tab "My Meetings" and Click "New"
Through a File
- Open a file and click Tab "Activities".
- Click [New]
- Select type: Meeting
- Fill in remaining fields as you see fit
Add Attendees
- Withing a meeting, click Tab "Attendees"
- Select "Attendees"
- Click "Add"
- Click "General" Tab
- Click "Select E-mail..."
- Select "Appointment invitation (iCal/Outlook)"
Confirm Meeting
The Carerix Calendar does not have an official meeting confirmation like Outlook. However, you can use an e-mail template to imitate this functionality. To do so, follow the steps below:
- Open the Meeting
- Click "Select E-mail..."
- Select "E-mail APPOINTMENT: Confirmation Meeting"
- Modify the template as you see fit and click send
Note: Is a template missing? Ask your administrator to install the e-mail template from the template library.
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Keywords: UD-104