1. In the Search box, enter Salespeople, and then choose the related link.

2. In the Salespeople window, select the salesperson who organized the to-do.

3. On the Salesperson/Purchaser card, on the Navigate tab, in the Salesperson group, choose To-dos.

4. In the To-do List window, select the to-do with an attachment you want to edit.

5. On the Navigate tab, in the To-do group, choose Attendee Scheduling.

6. On the Actions tab, in the Functions group, choose Attachments, and then choose Open. The attachment opens.

7. Make the necessary modifications and close the document. Choose the Yes button to save and import the modified document.

Note

When an invitation is sent, the Invitation Sent field is updated for each attendee. A log is created in the Interaction Log Entries table for all attendees of the type Contact to whom invitations were sent. Attachments are only available for the attendees of the type Contact. Customized text is sent to attendees of the Salesperson type. The message includes information about the meeting time and location. You cannot modify the message.

Tasks