CARET Legal allows you the flexibility to easily invite people that are not Contacts to an Event.
- To display the New Event modal navigate to the Calendar section and click into a time slot in any view or click + on the action bar or select New Event from the Quick Add menu.
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Under Attendee Type select either Firm or External.
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If Firm is selected you can select contacts from the drop-down list in the Add a User field or enter a contact that is not in the list.
- When External is selected the Invite Attendees field displays where you can select a contact from the drop-down list or enter a new contact.
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If Firm is selected you can select contacts from the drop-down list in the Add a User field or enter a contact that is not in the list.