Adding external participants

You can add external participants to activities.

To add an external participant:

1. Switch to the desired activity and tap on or add a new activity. For further details, Adding Records.
2. Tap on or under External Participants to add a company or persons as a participant.

   A list of all companies or the persons in companies is displayed. Enter a search term and start the search to restrict the list of records. For further details, see Searching.

3. Tap on a company or person to add them as a participant.

   The search area is closed and the company or person is added to the list of External Participants.

You can remove participants and change their participation type and status as with internal participants.

Note: The company or person the activity was added for is automatically entered as an external participant with the participation status Required. You cannot delete this company from the list of participants nor change the participation type. You can however change the participation status.