Add an Attendee to an Activity

In most cases, when you schedule an activity, your name and title are automatically added to the Attendees grid, based on your log on credentials.

However, when you schedule an activity from the Employee Info Center, the current employee's name and title is added to the Attendees grid. Your name is not added unless the record that you have open is your own.

To add an attendee to an activity, complete the following steps:

1. Open the Activity dialog box, and click the Attendees tab.
2. On the Attendees grid toolbar, click Insert.
3. Use the Employee Lookup to select the employee that you want to add to the activity, and click OK. Vision adds the employee to the activity schedule and adds the employee's name and title to the Attendees grid on the Attendees tab.
4. On the Attendees tab, select the Notify Attendees check box to send an activity notification to each attendee, and click OK. If you opened the Activity dialog box from the Activity Calendar, your entries are saved automatically.

   If you opened the Activity dialog box from an Info Center or from the Activity Manager, you must click Save on the form's toolbar to save your entries.