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.
____
Keywords: UD-104