[Image:81903_22607_2.png]Book resources for a presentation Minimum version: FirstClass 8.3 Audience: Business professionals Experience: [Image:9203_22631_1.png] FirstClass applications used: [Image:9203_24337_3.png][ fcp://@fc.onlinehelp.com,%237600229/En/OnlineHelp/Client Help/Calendars ]Calendars [Image:9203_31709_1.png] Summary Looking for a simple way to organize the location and resources you need for your presentation? Consider using a FirstClass calendar. Instead of sending out printed memos and filling out request forms, you can use a group calendar in FirstClass to invite participants, reserve multimedia resources, and book locations. Here is a comparison of the conventional way you may book resources and how you would do it in FirstClass. [Image:92203_31828_0.png] [Image:9203_31709_1.png] Example Michael Green is vice president of Sales and Marketing at Husky Planes. Several times a year he showcases the company's newest products for his sales staff. His presentations usually consist of a promotional videotape from the Marketing department accompanied by a slide presentation. Michael schedules the presentation, invites members of the sales department, and books the boardroom and multimedia resources all at the same time. He doesn't have to leave his office to ensure that his presentation goes off without a hitch. Here are the steps he takes to handle the arrangements: STEP 1: Schedule presentation Michael schedules the presentation in the Sales Dept Calendar by creating a new event entitled New Product Promo. This is the new event he created. [Image:8102006_91145_0.png] STEP 2: Reserve venue Each resource or location Michael wishes to book has its own calendar. When he schedules an event, he simply enters the name of the resource calendar or location calendar on the Scheduling tab of the event he is booking. If there is a time conflict, it will show immediately and he can decide how to handle it. Michael reserves the company's mid-sized boardroom using the Scheduling tab. STEP 3: Reserve resources Michael also reserves a large screen television, a video cassette recorder, and a video projector. This is the Scheduling tab where he books the resources. [Image:882006_33623_2.png] When he entered his requests on the Resources tab for the New Products Promo event, a new event appeared in each item's calendar. Husky Planes' IT department monitors the resource and location calendars and ensures that requested equipment is ready for use when scheduled. This is the calendar for the video projector that John booked. [Image:882006_32721_0.png] STEP 4: Invite participants Michael invites the members of the sales department by entering their names on the Scheduling tab. From this screen, he sees who may have a time conflict. He adjusts the date and time as needed (the booked times for the resources and locations will also change automatically). The presentation will then appear in each of their personal calendars. This is the Scheduling tab where he invites participants. [Image:882006_33910_4.png] [Image:9203_31709_1.png] Variation If Michael has content he wishes to share before the presentation, he can attach it to the calendar event at the time of scheduling or type it in the text box on the event form. This is the event he created. He attached a file for review and included an agenda in the text area. [Image:882006_32224_4.png]

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Manage your business contacts Manage your education contacts Minimum version: FirstClass 8.3 Audience: Business professionals         Experience: FirstClass applications used:                 Contacts  Summary Use the FirstClass Contacts to: • organize your contact information • display a custom view of your contacts • perform instant lookups for phone numbers • add pictures and links to the body of personal address forms • create public contact databases to share with others.  Example Michael Green is the Vice President of Sales and Marketing at Husky Planes. He has decided to reorganize his contact list, as he has business contacts mixed up with personal contacts, and he wants to share some of his business contact information with others.   To accomplish this, he: •       creates contact databases within his Contacts folder for the different types of contacts, and shares these contact databases with others •       adds rich content, such as pictures and links, to some of his contact information •       uses personal address forms that are familiar to users. Creating contact databases Michael creates contact databases within his Contacts folder for personal contacts and contacts involved on the various projects he is overseeing, including the ABC project and the XYZ project. He shares his ABC project and XYZ project contacts with the appropriate salespeople by giving them permissions to view those contact databases. This is the permissions form for the ABC project contact database. He also subscribes them to the database by entering their names in "List of subscribers". This puts an alias of the ABC project contact database on their Desktops. To access the database items, the team members simply drag the database into their Contacts folder. Changing the personal address form One of the salespeople responsible for the ABC project was recently hired from a company that used Microsoft Outlook's contact management. To make the transition easier for him, Michael can change the personal address form used by the ABC project contact database to one that would look familiar to Outlook users: He does this by choosing Outlook at "Form to use" in the ABC project contact database's permissions form. Adding rich content Michael adds links to some of his contacts' web pages on their personal address forms. Also, he has some pictures on file that were taken at a recent trade show hosted by one of his contacts, so he also attaches them to the personal address form of that contact.  Note Rich content can only be attached to a contact if Michael configured the contact database to any of: FirstClass, Palm Contacts, or Classic, at "Form to use" in the ABC project contact database's permissions form.