Updating contact data in the attendee list

In the attendee list of an appointment, you can update contact data that was changed subsequently. If you mark a contact or several ones in the attendee list, the Refresh email  and Refresh name functions appear in the function bar. Using the respective function updates the data in the attendee list.

In addition, as with emails, you can also include any contact that does not use JustRelate CRM, or that is not registered in the CRM, as an attendee by entering any email address. In this case, you don’t create a CRM contact but only register them as an attendee.

Note: Before assigning a team to an attendee list, you should as a precaution use the "Refresh email" button for all team members (of the Members list). This is particularly important if an email address of a team member has changed intermediately. Only after refreshing, the current email address is valid.

See alsoTips on using activities, Unknown contacts in participant list / recipient list