External Attendees tab
This tab is available only when you view a saved appointment.

Use this tab to view, add, and remove external attendees. You can add only those external attendees whose details are entered into Sage CRM as Person records.

When the appointment has any external attendees, the following icon is displayed next to the tab name: 

When Exchange Integration is enabled, the External Attendees tab shows the response to the appointment invitation from Exchange Server.

For more information about working with external attendees, see Managing external attendees.

Action button

Description

Add Attendees to Appointment

Allows you to search for, select, and add external attendees to the list. For more information, see Adding external attendees to an appointment

When you click this button, the Find and Add External Attendees tab opens.

Use the Find panel on this tab to specify search criteria for the Person records you want to add as external attendees to the appointment. Click Find to start your search.

When your search completes, select the check boxes in the Select column next to the records you want to add as external attendees, and then click Add Attendees to Appointment.

Remove Selected Attendees from Appointment

Removes selected external attendees from the list.

For more information, see Removing external attendees from an appointment.