Creating An Event

Create an Event and send calendar invites for calls or meetings to your internal team members or external contacts in their respective mailboxes. To create an event, follow the below steps: 

1. Click on a Fund Name for which event has to be created.

2. Click on the Add Event icon above the tabs or Add Event button on the top right corner of the Activities panel.

3.  The Create Event window is displayed. Specify the following details:

• Event Name: Name of the event.
• Location: Location of the event.
• Internal Invitees: Choose the internal invitees from the dropdown list.
• External Invitees: Choose the external invitees from the dropdown list.
• Description: Description of the event.
• Start Time: Choose start time of the event.
• End Time: Choose end time of the event.
• Send Notification: Check the checkbox if notifications are to be sent.
• Reminder: Choose the reminder type from the dropdown list. 
• Repeat: Choose repeat frequency of the reminder.
• Related To (Module): Event gets related to the module automatically.
• Related To (Entity): Event gets related to the entity automatically.
• Repeat once in every: Set the frequency of reminders.

4. Click on Save. 

5. The Event will be listed in the Activities Panel under the More Information Tab. Click on the Edit or Delete icons to make changes.

5. To add Notetaker to the meeting, click on Edit button () in the Actions column. Check the Include Notetaker checkbox. Post the Meeting Link.  Click Save.