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 Activities 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 in a name in Search
Select Go
Choose the full name of the correct result
Add Invitees
Choose Invitees
- 1. Choose desired 'Search within' type from the drop-down ~OR~ Type a name
- Select Go to see search results
- Choose the desired person(s) from the search results by selecting the check box next to their name(s)
- Click Insert Selected to set the correct person(s) chosen in the Selected List (see the Selected List generated - screenshot below)
6. Select Done to save chosen person(s) to Event Invitation.
Add Invitees
Finish Event Creation
Complete the rest of the Event information and selet Save.