Scheduling Activities to Users

Select the Users tab to delegate the scheduled activity to selected users or user groups.

NOTE: If multiple users are scheduled for an Activity, they must be configured to used the same e‑mail service (GoldMine or Outlook). Ivanti does not support simultaneous work of Outlook and GoldMine mail centers.

Use the following procedure to schedule an activity to users.

1. With the contact for which you want to schedule the activity open, select Schedule.

Select one of the Schedule options. The Schedule <activity type> dialog box opens.

2. Click the Users tab.
3. To change the Primary User, select a user in the drop-down list.
4. To select more users, highlight the user in the User List box and click Select. The user name displays in the Selected Users box. Repeat as necessary.
5. To select user groups, highlight the user group in the User GroupClosedFixed set of contact records that meet an initial set of conditions. Once selected, member records subsequently have instantaneous access to the subset. This method can be used instead of filters, to maintain a subset of data. List box and click Select. The members of the group display in the Selected Users box. Repeat as necessary.
6. In the Actions area, select:

○ Delegate to User(s) to notify users with a carbon copy (Carbon Copy: used in e-mail messages, memos, and letters) of the scheduled activity

○ Send BccClosedBlind Carbon Copy. A copy of a message sent in email, that cannot be seen by the main recipients. : E-mail User(s) to notify users with a blind carbon copy (Blind Carbon Copy: A copy of a message, usually e-mail, sent to a recipient that the main recipients cannot see.) of the scheduled activity.

○ Send a request with the delegation to and select User(s), Contact(s), or Both User(s) & Contact(s).

7. Click Schedule to save and close the dialog box, or click the ResourcesClosedCommonly requested items such as: conference rooms, projectors, demonstration products, company vehicles. tab to schedule resources.