Schedule items

The Schedule workspace is a visual representation of your and other users’ schedules. You can manage schedule items in the main calendar and open schedule items to retrieve information. A schedule item is a type of action item that has defined start and end times, such as a meeting or phone call.

Schedule workspace

The Schedule workspace

• Add and modify non-recurring and recurring schedule items
• Associate entities and users with schedule items
• Change the schedule view to display a specific date range in the main calendar
• Display a team schedule
• Set reminders
• Add call records to schedule items
• Mark schedule items as complete
• Add delegate permissions
• Add delegated schedule items
• Send invitations for schedule items
• Remove yourself from schedule items
• Run reports by clicking the Reports button 

  

  in the toolbar (for more information, see Schedule reports )

Optionally, the schedule can also include one or both of the following:

• A monthly reduced calendar, which does not contain any schedule item details, but identifies the current date and the day, week, workweek, or month currently displayed in the main calendar
• A team schedule that allows the user the ability to view multiple user schedules simultaneously

The following screenshot shows the calendars for two users with a monthly view, displaying multiple schedule items, including some all-day events.

Some days have multiple schedule items that can't all be displayed (for example, August 16). To display these schedule items in a drop-down menu, click the button that displays the count of the additional schedule items. Click on the name of a schedule item in the drop-down menu to open the Edit dialog for that item.

If you cancel or complete a schedule item, the "[Cancelled]" or "[Completed]" prefix is displayed with the schedule item description.

Changing schedule views

You can toggle between schedule views in the main calendar by clicking the More Actions

To change the schedule's dates, click a different day in the schedule navigator in the upper left section of the Schedule workspace, or select a different month.

Click

to display the next range of dates or click 

to display the previous range of dates.

Displaying schedules for other users on your team

You can simultaneously display the schedules for other users on your team by clicking the More Actions button in the toolbar, selecting Edit, and selecting the required users. By default, the visibility button

To change the order of the schedules that display for other users on the Schedule workspace, click the Edit button on the Schedules card, click Manage Selection, hover over the name of the related user in the Selected items dialog, click the Up or Down arrow buttons to change the order as required, and click OK. You can also remove a user's schedule by clicking the Delete button

Adding schedule items

To add a schedule item from the calendar, do one of the following in Today, Day, Workweek, or Week views:

• Select a time slot and click the Add button 

  

  in the toolbar
• Double-click on a time slot
• Select a time slot and press Enter
• Expand a time slot

Each of these actions opens a menu listing all the supported schedule item templates. Selecting a template opens the New Schedule Item dialog, where the Start Date and End Date fields reflect the selected time slot.

In the Month view, do one of the following:

• Select a date and click the Add button 

  

  in the toolbar
• Double-click on a date
• Select a date and press Enter

Each of these actions opens a menu listing all the supported schedule item templates. Selecting a template opens the New Schedule Item dialog, where the All Day field is selected.

If you are using the right and left arrow keys to navigate through the calendar, which circles dates in the calendar, you cannot press Enter to open the template selection menu. Use the up and down arrows to select the time slots, which allow you to press Enter to open the template selection menu instead.

When adding a new schedule item, the New Schedule Item dialog includes the following tabs and fields:

Tab	Field	Description	Required field
Detail	Add Attachment	Click the Add button to select a file from your computer. NexJ CRM supports the following file formats: Microsoft Word (all formats provided by Word except XPS), Excel file formats (all formats provided by Excel except SLK and DIF and those listed below as not supported), BMP, CSV, GIF, JPEG, PDF, PNG, TIFF, and TXT. The following file formats are also not supported: BAS, BIN, COM, CMD, CRT, CSH, DLL, EXE, HEIC, HLP, HTA, HTM, HTML, INS, ISP, JS, MDB, MHT, MHTML, NWS, SCT, SH, STM, VPS, WSC, XHT, and XHTML. The maximum file size that is supported is 7839744 bytes (7.47 MB).	No
	Assign To	Indicates which users are associated with the schedule item. When a schedule item is associated with a user, it appears in that user's Schedule workspace. As you type in the Assign To field, a list of corresponding users appears below the field. Select the desired user when you see their name appear in the list below the Assign To field. You can also click the Add button and select from a list of users. The users that you associate with a schedule item also appear in the Assign To Users data table in the Attendees tab. When your Microsoft Outlook is synchronized with NexJ CRM, a user who is added to an Outlook meeting displays in a schedule item’s Assign To field in NexJ CRM.	Yes
	Date (Start Date and End Date)	All schedule items must have a defined start date and time, and end date and time. These values determine where the schedule item will appear on the associated users' and entities' schedules. For items that will take the entire day, select All Day.	Yes
	For	The entities who are associated with the schedule item. When a schedule item is associated with an entity, it appears in that entity's Activities tab and Calendar tab. As you type the name of the entity you want to add to the schedule item in the For field, a list of corresponding entities appears below the field. Select the desired entity when you see their name appear in the list below the For field. You can also click the Select button  and select from a list of entities. If the target entity does not exist, you can click the Add a new item button  in the Select entities dialog, enter the entity information in the New Contact dialog, and save your changes to add the required entity. The entities that you associate with a schedule item in the For field also appear in the For Contacts data table in the Attendees tab. The For field can be left blank; schedule items do not have to be associated with an entity. If the For field for a meeting created on behalf of another user is empty, the meeting will only be visible to the users who are selected in the Assign To field.	No
	Reminder	If you set a reminder for a task or schedule item, an alarm is displayed in a Reminders dialog at the specified time if NexJ CRM is running. If it is not running, the alarm is displayed the next time you sign in. In the Reminders dialog, you can select the View more detail button to display the activity details in the application sidebar. For more information, see Setting reminders.	No
	Priority	The importance of the schedule item. Populates with category B by default.	Yes
	Status	Whether a schedule item has occurred or not. For example, Outstanding, Tentative, On Hold, Cancelled, and Completed.	Yes
	Template	Schedule item template. You can select a different template and click Yes to override the description and notes using the new template's default values.	Yes
Recurrence	Not applicable	Settings for a repeating schedule item. For more information, see Adding recurring schedule items.	Not applicable
Attendees	Not applicable	The entities and users the item is associated with, who will receive invitations, the response of each entity or user to the invitations, and whether invitations or notifications have been sent yet. Click the Add  button to add additional entities or users. When you add users to existing schedule items, the item appears in the schedules of the newly associated users. Contacts who do not have records in NexJ CRM populate the External Contacts data table in the Attendees tab in a schedule item's Edit dialog when assigned to the schedule item.  The Attendees tab is visible if you have been granted the mda:MeetingInvitationsEnabled privilege. If you have been granted the mda:DisplayExternalContactsEnabled privilege, you can also see external contacts outside of the NexJ CRM application in the Attendees tab. This is applicable for inbound meetings from Microsoft Exchange synchronization.	Not applicable
Related	Not applicable	When appropriate privileges are granted (for example, mda:ServiceRequestEnabled, mda:OpportunitiesEnabled, mda:ProductsEnabled), the schedule item's related opportunity, products, service request, account plan, or campaign. The tab also displays any follow-ups assigned to the item such as additional schedule items, tasks, or documents. Click the Add button that is next to the related item type you want to associate with the schedule item.	Not applicable
Security	Private/Public	The view and edit security settings for the schedule item. For example, Public or Private. For more information about security settings, see Viewing and editing security for schedule items. The Security tab is not available when the Hierarchical Access Model is enabled.	Yes

You can copy text and paste it into the Notes field for an activity, task, or schedule item. When your cursor is in a Notes field, you can press Ctrl+V to paste copied text from your clipboard into the Notes field or right-click in the Notes field and select Paste.

When the Hierarchical Access Model is enabled, the Restrict access to users in the Assign To checkbox is available in the Detail tab. To allow only users specified in the Assign To field to access the schedule item, select Restrict access to users in the Assign To .

By default, schedule items are assigned to you and associated with the entity you last selected on the Contacts workspace.

You can also add schedule items on the Today's Agenda card on the Home workspace.

Setting and working with reminders

Set reminders for schedule items or tasks to display an alarm at a specified time. If NexJ CRM is running at the time for which the reminder was set, a Reminders dialog opens, displaying alarms for the task or schedule item. It also displays alarms for any other activities whose reminders have not been cleared, including reminders that occurred while NexJ CRM was not running.

Reminder actions

Permanently remove an individual reminder from the dialog by clicking the Dismiss button 

Mark an individual task or schedule item as done by clicking the Mark Completed button

To find out more about the schedule item or task the alarm is for, click the View more detail

To delay an individual reminder, select a delay time in the Remind me again (in) field and click Snooze. Another reminder dialog will be displayed after the specified amount of time has passed.

To delay all reminders, click Snooze All on the bottom of the dialog. When you click Snooze All, any selected values in the Remind me again (in) fields are ignored, and all reminders are delayed for 15 minutes.

Adding recurring schedule items

Create a recurring series when you want a schedule item to occur at set intervals over a long period of time. For example, you may want to meet with a client on the first of the month for one year. You can create a recurring series for new schedule items, or add, or delete a recurring series for existing schedule items.

Certain schedule item templates do not support recurrence, for example, Call Log. This is because the default status for this template is "Completed."

A recurring series is scheduled according to a specified pattern and within a set scope of time. When you create a recurring series, all of the related schedule items populate the Activities tab and Calendar tab of associated entities, as well as the Schedule workspaces and Microsoft Outlook calendars of assigned users.

Your administrator configures generation horizons that dictate how long a recurring series is generated for and how often new occurrences are added. By default, when you select Never in the End of Series section in the New Schedule Item dialog to set a never-ending series, NexJ CRM generates a series for two years, and new occurrences are added to the series every 24 hours. For example, a never-ending series generates all of the corresponding schedule items for the first two years, and then a new item is added every 24 hours.

If your NexJ CRM is synchronized with your Microsoft Outlook Calendar, ensure that all attachments have also synchronized before adding or removing recurrence for an existing schedule item. If any attachments have not synchronized, adding or removing recurrence through NexJ CRM will delete those attachments. In this case, you should add or remove recurrence through Microsoft Outlook. If you want to change, but not delete a recurrence pattern, you can proceed without issues.

To create a recurring schedule item, navigate to the Recurrence tab in the New Schedule Item dialog and select from the following Recurrence Pattern options to determine how frequently the schedule item will repeat:

• Daily
• Weekly
• Monthly
• Yearly

Each of these intervals has different additional configuration options:

• If you select Daily, you can specify whether the item should recur every day or every weekday. You can also set the item to recur a given number of days apart, such as every 2 or 3 days.
• If you select Weekly, you can specify the day or days of the week when the item should recur. You can also set the item to recur a given number of weeks apart, such as every 2 or 3 weeks.
• If you select Monthly, you can specify a recurring date or the day of the month when the item should recur. For example, you can set a recurring date of the 5th of each month, or set a recurring day such as the second Thursday of each month. You can also set the item to recur a given number of months apart, such as on the first Monday of every second month.
• If you select Yearly, you can specify a recurring date or the day of the year when the item should recur. For example, you can set a recurring date of the 5th of May each year, or set a recurring day such as the first Thursday of May each year. You can also set the item to recur a given number of years apart, such as biannually.

In the Start of Series section, set the following options to determine when the recurring schedule item will begin:

• Date
  Specify a date when the first item will start.
• Start Time
  Specify the time when the item will start on each recurrence.
• End Time
  Specify the time when the item will end on each recurrence.

In the End of Series section, select one of the following options for when the recurrence will end:

• Never
  The item will continue recurring until you change this value.
• After
  Specify a number of times you want the item to recur.
• By
  Specify a specific date when the item should stop recurring.

If you set a new recurrence pattern and then decide while creating it that you no longer want the item to recur, click  None in the Recurrence Pattern section to clear the settings.

When you create a daily recurring meeting series on the Schedule workspace that spans the Daylight Savings Time rollback, the meeting is not created for that rollback date.

Selecting time zones for recurring schedule items

As of NexJ CRM 9.3, users who have been granted the mda:TimeZonesEnabled privilege, can select one time zone that applies to both the start and end times for an item. For recurring items, users can select the time in the Recurrence tab for an item and also the time zone. In the classic version of NexJ CRM (8.X releases), users with this privilege can choose different time zones for start and end times.

The mda:TimeZonesEnabled privilege also enables users to provide a date and due date for documents.

In the classic version of NexJ CRM, the start and end times in the Recurrence dialog and Detail tab in the New Schedule Item dialog are different when a time zone is selected by a user with this privilege. As of NexJ CRM 9.3, they are both the same.

In the classic version of NexJ CRM, the Local Time drop-down menu is disabled when a user with this privilege selects All Day in the New Schedule Item dialog when creating an item. As of NexJ CRM 9.3, the Local Time drop-down menu is available when a user selects All Day.

Adding recurring schedule item attachments

When you add attachments during the creation of a recurring schedule item, your attachments will be available in every occurrence of the series.

You can add, edit, and remove attachments for a recurring series of schedule items. You can also add, edit, and remove attachments for a specific occurrence in a series. However, you cannot modify attachments for series and individual occurrences at the same time.

When you add attachments during the creation of a recurring schedule item, your attachments will be available in every occurrence of the series.

When you open a recurring schedule item, you are prompted to open either the selected occurrence or the whole series. Depending on whether you open the occurrence or the series, different editing permissions apply:

• If you open the occurrence, you can view series attachments, but cannot add, edit, or remove them.
• If you open the series, you can view, add, edit, or remove any occurrence attachments.

Editing and deleting schedule items

To edit an existing schedule item, click the item on the calendar, and make the required changes in the Edit dialog.

You can also right-click the item in the calendar and select the Edit option.

If the item is recurring, a confirmation dialog opens asking whether you want to make changes to this occurrence or this and all following occurrences in the series. Select one of the following options:

• This Occurrence
  This option selects the individual instance of the schedule item.

• This and All Following
  This option selects the individual schedule item instance and all recurring instances after it.

For more information about recurring schedule items, see  Adding recurring schedule items .

After you create a schedule item, dates are displayed at the bottom of the Edit dialog. The Created by field displays the date and time that the schedule item was created, and the initials of the user who created it. The Edited by field displays the most recent date and time on which the schedule item was edited, and the initials of the user who edited it.

To delete a schedule item, right-click the item in the calendar and select the Delete option.

Filtering the audit trail

NexJ CRM retains a history of actions that users have performed on records in the system. When you complete an action, such as viewing or modifying a schedule item record, the action is logged in the record's audit trail. Users with the appropriate privileges can view the history and details of these actions in a record's Audit Trail tab.

As of NexJ CRM 9.7, the audit configuration between activities and their associated contacts and users have been relaxed to minimize the system resources required when processing records having a large number of associations. This change means that deletion of either the activity or the contact is not reflected in the Audit Trail tab for the remaining record. For example, if Meeting 1 for Contact A has been deleted, this change will not appear when viewing the audit details for Contact A. Similarly, if Contact A is deleted, then the change will not appear in the audit details for Meeting 1. The primary delete operation for the target item is audited and stored. It is only the secondary link, created specifically for related items, that will no longer appear.

When modifying a schedule item, you can filter the data table on the Audit Trail tab to display specific event records.

NexJ provides the following filter chips that you can use to filter the audit trail:

• Action
  Select an operator and an audit action; for example, Read (view a record) or Create (create a new object).
• Date
  Select an operator and a date.
• User
  Select an operator and the required user or users.

To add additional filter chips, click the Filter options button

In the data table, select the action whose details you want to view. Depending on the type of action, additional details might be available. The details for the selected action display in the data table at the bottom of the tab. Each row represents a field that was updated as part of the action. The field's name, old value, and new value are displayed. If a field did not have a value originally, the value in the Old Value column will be blank.

To change which columns display in the data tables, click the Select columns button

Completing schedule items

To mark a schedule item as done, you can use one of the following methods:

• Right-click the item in the calendar and select the Mark as Complete option
• Edit the schedule item and select Completed in the Status field

Adding call records

A call record is an internal record documenting an interaction with a contact . To add a call record to a schedule item, right-click the item in the calendar, select the Add Call Record option, select the call record template, and enter the required information in the Edit dialog.

Adding view permissions for schedules

You can grant view access to other users, allowing them to see your schedule.

Your administrator must grant you the mda:PrivateSchedulesTasksEnabled privilege so you can access the View Access tab in the Set Permissions dialog on the Schedule workspace. The following information assumes that users cannot see the schedule for other users.

To add view access on the Schedule workspace, click the More Actions button

The users that you have assigned view access to can now view your schedule.

Adding delegate permissions

Delegate access allows other users to create meetings with you as the owner and to send email notifications on your behalf.

You may or may not have the functionality described in this topic depending on which user options have been enabled for you by your system administrator.

To add delegate permissions, click the  More Actions button

The users that you have assigned delegate access can now create meetings with you as the owner and send email notifications on your behalf.

Adding delegated schedule items

With the appropriate permissions and privileges, you can add schedule items where another user appears as the item's owner.

The user for whom you want to create a delegated schedule item needs to assign you the appropriate delegate permissions. Your administrator also needs to assign both you and the other user the appropriate privileges.

To add new delegated schedule items in the Schedules card, navigate to the calendar for the user that you want to add a schedule item for, and click the time slot where you want to schedule an item. In the New Schedule Item dialog, add the user you want to delegate the schedule item to in the Assign To field and complete the rest of the fields as required.

If you cannot see the desired user in the Schedules card, you must add them, as described in Displaying schedules for other users on your team.

When the schedule item is created, it appears in the other user's schedule with them listed as the owner and every action performed on that item is on behalf of that other user.

Viewing and editing security for schedule items

You can define view and edit security settings which will impact schedule items in both NexJ CRM and Microsoft Outlook.

By default, schedule items, tasks, and entities data are synchronized between Microsoft Outlook and your NexJ CRM user account. For example, if you make a change to a schedule item in Outlook, the same change is displayed in your calendar in NexJ CRM.

Your administrator enables the synchronization between the NexJ CRM database and Microsoft Outlook data related to entities, schedule items, and tasks.

By default, view and edit security is public in both NexJ CRM and Outlook. You can change the view and edit security settings as follows:

Synchronizing private schedule items

Private schedule items in Outlook have both view and edit security set to private in NexJ CRM only if the meeting has one participant. A private meeting created in Outlook that has more than one participant will not synchronize to NexJ CRM.

Private schedule items in NexJ CRM are set to private in Outlook for the users that the meeting synchronizes for. Users that do not have permission to view the meeting in NexJ CRM will not see the meeting in Outlook unless meeting invitations are sent to them. In Outlook, other users that have permission to view that user's calendar can see the private item, but item details are hidden. In NexJ CRM, users cannot see the details of private items in each other's calendars.

For more information about sharing calendars, see Microsoft Outlook help.

NexJ CRM schedule item and Outlook synchronization examples

The following are examples of how NexJ CRM schedule items synchronize with Microsoft Outlook calendar items.

The following examples assume that users must receive view access for another user’s calendar in NexJ CRM before they can view any schedule items in that user’s calendar.

Example of synchronizing a public meeting to NexJ CRM

A financial advisor sends a public meeting invite to another advisor in Outlook. In NexJ CRM, both advisors can see the meeting. The following users can also see the meeting:

• Users who have been delegated calendar view access by either of the advisors. Those users can see the meeting by viewing the calendar of one the advisors.
• Users who have view entities permissions who are included in the meeting's For field.

Example of synchronizing a meeting for a contact with multiple company relationships

A financial advisor creates a public meeting in Outlook for a contact. In NexJ CRM, the contact belongs to one company, and is on the board of another company. A relationship custom field associates the contact with the company that the contact is a board member of.

In NexJ CRM, the meeting is synchronized to the contact's calendar and to the company's calendar that the contact belongs to. The meeting does not synchronize to the calendar of the company that the contact is a board member of.

Example of synchronizing a meeting for contacts with single and multiple contact records

A financial advisor who is synchronized with NexJ CRM creates a public meeting in Outlook and invites a contact:

• If a single contact record in NexJ CRM matches the email of the contact invited from Outlook, the contact is added to the For field of the meeting in NexJ CRM .

• If multiple contact records in NexJ CRM match the email of the contact invited from Outlook, each contact is added to the For field of the meeting in NexJ CRM .
• If no contact records in NexJ CRM match the email of the contact invited from Outlook, or the contact that matches is not visible due to security settings, the contact is added as an external contact to the meeting in NexJ CRM .

Example of synchronizing a meeting created by a delegate who is an external contact

An assistant who is external to NexJ CRM creates a public meeting in Outlook for a manager who is a NexJ CRM user. Any user that has explicitly been granted access to the manager’s calendar will see the personal meeting.

To make the schedule item visible to only the assistant and manager, the manager delegates access to create private meetings to the assistant in Outlook. The assistant then makes a private schedule item in the manager’s calendar.

Example of synchronizing a meeting created by an Outlook contact for a NexJ CRM user

An Outlook contact sends an invite to a manager who is a NexJ CRM user. When the manager accepts the invite, the meeting synchronizes to NexJ CRM .

Invitations

An invitation is an email notification for a schedule item that allows the recipient to respond automatically and updates the recipient's response and schedule in NexJ CRM, as well as their Microsoft Outlook Calendar when their Calendar is synchronized with NexJ CRM.

Assigning a schedule item to users, who can see their schedules in NexJ CRM, lets them know when and where the schedule item is occurring because they can review the item's Edit dialog. However, associating a schedule item with entities, who cannot access NexJ CRM, will not let them know about the schedule item unless you send them invitations.

Associated entities populate the For field in the Detail tab and the For Contacts data table in the Attendees tab of schedule item dialogs. A schedule item is said to be "for" entities because it is about or related to the entity. For this reason, when you sent invitations, entities are not automatically sent invitations to schedule items. 

Assigned users populate the Assign To field in the Detail tab and the Assign To Users data table in the Attendees tab of schedule item dialogs. A schedule item is said to be "assigned to" users because it is added to their schedule and they become attendees unless they decline the item. When you send invitations to a new schedule item, all of the users that are assigned will automatically receive the invitation.

Sending invitations

Schedule item invitations can be sent to entities with a valid email address.

To send schedule item invitations, open the schedule item for which you want to send invitations, and select the Attendees tab.

If the Attendees tab does not appear, you do not have the mda:MeetingInvitationsEnabled privilege. Contact your administrator.

You can perform the following tasks in the Attendees tab:

• Invite additional entities that are not already included in the schedule item by clicking the Add button 

  

  in the For Contacts data table toolbar. Select the checkboxes beside the names of the entities you want to send an invitation to. The added entities appear in the For Contacts data table of the Attendees tab and in the For field of the Detail tab.
  

  If you are unable to select the checkbox next to an entity, it is because the entity does not have a valid email address.

• Invite additional users that are not already included in the schedule item in the Assign To Users data table by clicking the Add button in the data table toolbar and selecting the checkboxes for the required users.

When you click OK in the New Schedule Item dialog, the Send Email Notifications dialog opens, asking if you want to email invitations to the selected entities and assigned users. To send the invitations to the recipients, select Email all attendees and click OK.

The author of the schedule item is automatically assigned to it and does not receive an invitation. Other than the author, all assigned users receive an invitation.

The item appears in the Schedule workspace and Microsoft Outlook Calendar of the users assigned to it, and in the Calendar tab on the Contacts workspace for the entities in the For field, even if they have not yet responded to the invitation or did not receive one.

If you have delegation permissions for another user's schedule and you modify an item created by them and send updated invitations, the invitations appear to have been sent from the author of the schedule item.

Inviting external contacts in Microsoft Outlook

When sending invitations for a schedule item created in Microsoft Outlook, you may need to invite external contacts in Outlook. Because external contacts do not have records in NexJ CRM, they cannot be viewed as an entity the item is created for or as a user the item is assigned to.

An external contact is a contact who is added to a schedule item through synchronization with Outlook but does not have any additional records in NexJ CRM .

A contact who is added to an Outlook meeting synchronizes to NexJ CRM as an external contact when their email address matches a contact's email address in NexJ CRM, and:

• The Outlook contact does not exist as a contact in NexJ CRM.
• The user that owns the NexJ CRM calendar does not have view access for the contact.
• A user in the meeting does not have access to view the contact and the Enable Security Check on Inbound For Contact Synchronization user option is enabled.

If you have the mda:DisplayExternalContactsEnabled privilege, you can view external contacts in the External Contacts data table in the Attendees tab of the item's Edit dialog for schedule items that you own.

Administrators can assign permissions to allow or prevent both you and other users from viewing external contacts in the Edit dialog for schedule items that you own. If you need to know who can view external contacts that you invite to a schedule item, contact your administrator.

Responding to invitations in Microsoft Outlook

When another user sends you an email invitation for a schedule item, you have the option to accept, tentatively accept, decline, or propose a new time for the item in Outlook. Also, you can send a custom response, a standard response, or no response to the invitation from Outlook.

When you send a response in Outlook, the schedule item owner automatically receives an email notification, and your response automatically displays in NexJ CRM in the Attendees tab of the item's Edit dialog.

If your Outlook is not synchronized with NexJ CRM, you will have to send an email response to the schedule item owner as your response will not automatically display to the item's owner.

Removing yourself from schedule items

When your Microsoft Outlook is synched with NexJ CRM, declining an email invitation in Outlook automatically removes the item from your NexJ CRM schedule and from your Outlook Calendar.

Meeting owners cannot remove themselves from their own meetings.

A system administrator, who has created a schedule item and assigned it to additional users in the Assign To field, should not modify the schedule item to remove their name from the Assign To field because they are the schedule item owner. For example, only this administrator can delete their schedule item.

To remove yourself manually from a schedule item in NexJ CRM, right-click the schedule item on the Schedule workspace that you want to remove yourself from and select Delete . A confirmation dialog opens, asking whether you want to delete the entire item or just remove yourself from the Attendees list. If you have received an invitation for a schedule item, and you are not the schedule item owner, you can remove yourself by selecting Delete and clicking Just Remove Me . If you have edit permissions for schedule items, and multiple users are assigned to the schedule item, you can click Delete For All Attendees to remove the schedule item for everyone invited. 

If the schedule item is a recurring schedule item, a confirmation dialog opens, asking whether you want to delete this single occurrence, or this and all following occurrences. Make your desired selection.

After NexJ CRM removes you from the schedule item, it no longer appears in either your NexJ CRM schedule or Outlook Calendar.