Creating Meeting Requests
As the organizer of an activity, you can send a meeting request for the activity to a user or contact who has iCalendar enabled.
Use the following procedure to create a meeting request.
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Select Schedule > <an activity> from the menu. |
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At theSchedule an activity dialog box, complete the Details tab with the appropriate information. |
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On the Details tab, select Send a Request with the <activity> to. and then select an option from the drop-down list. |
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On the Users tab, select the GoldMine users or group to include in the activity. |
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On the tab, select the resource(s) to schedule with the activity. |
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On the Free/Busy tab, review the schedules of other attendees and set the scan settings to find scheduling conflicts. |
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On the Recurring tab, specify the date and time range and occurrence pattern. |
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On the Series tab, schedule the activity at the same time for all selected contacts or a series of activities with different time for different contacts. |
Outlook is unable to resolve the Skip Weekends option in GoldMine. If you are sending a recurring meeting request to Outlook users, do not select skip weekends in GoldMine.
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After configuring scheduling options, click Schedule. |
A meeting request is sent to all participants.
NOTE: If the meeting request originated in Outlook, additional Contacts or Users cannot be added to the meeting request until the after confirming the meeting and then clicking the Schedule button. After the meeting has been scheduled, you can edit the Meeting request.
Commonly requested items such as: conference rooms, projectors, demonstration products, company vehicles. tab, select the resource(s) to schedule with the activity.