The instance under loops through all invitees and pulls out the data for these with a standing of Draft or Invited. The listing of invitations can now be retrieved utilizing record syntax. The corresponding report in the of invitees part will have a button with the tool-tip Remove Invite. If a user has been invited, and has accepted the invite, then they will be added to the record in the Contact part.
If a person has been invited, but has not yet accepted the invite, then corresponding record in the of invitees part may have a button with the device-tip Cancel Invite. Select the Invitation tab positioned on the top of the report.
The system offers the potential for you to monitor the status of invited contacts. Click Invite to invite the contacts entered in this part. This will change the Status of the invited contacts to Invited. The Status of the invited contacts will be Draft. Status – Displays the status of this particular contact invitation.
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Access the Invitation Standard subject and click Save. The tab will now be out there for these roles with appropriate permissions based on the Invitation Security Settings.
Click the + button to manually add a contact to the invitation type. The Invitation tab has a couple of further settings kind the conventional UTA Standard Field Settings.