Adding external attendees to an appointment
You can add external attendees to saved appointments only. The external attendees must exist in Sage CRM as Person records. For more information, see Customer information.
  1. Click My CRM | Calendar.
  2. Locate and open the appointment to which you want to add external attendees.
    For more information, see Viewing appointments.
  3. In the top left corner of the appointment, click the External Attendees tab.
  4. Find and select the external attendees you want to add:
    1. Click Add Attendees to Appointment.
    2. Specify criteria to look for the Person records that represent the external attendees you want to add.
    3. Click Find .
    4. In the Select column of the search results list, select the check boxes next to the Person records you want to add.
    5. Click Add Attendees to Appointment.

    When you add external attendees, the appointment is displayed on the Communications tab of the Person records representing the external attendees.