Administrator Guide

Creating a New Meeting

The Calendar in Flex works a little differently than the standard SharePoint Calendar because a parent item, such as a Contact, Account, Opportunity or Project, must be selected before the Calendar Meeting can be created.

There are several ways to create new Calendar Meetings:

  1. From the New Item Wizard:

  2. From Quick Search result:

  3. From an Action Bar on a Display Form:

  4. From a Custom Menu on any appropriate list:

  5. From the Quick Actions:

  6. Clicking on the Calendar itself.

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