Using the Find People Functions

You can perform all or some of the following functions for a person in the list, depending on the group to which that person belongs:

·         Start a discussion

·         Send an e-mail message

·         Show the person on the grid

The icon next to a person’s name indicates the group to which that person belongs. Each person belongs to one of the following three groups:

 Necto users within the organization’s intranet. You can apply all of the three functions to people in this group.

 Employees of the organization who are not Necto users. These people will automatically become Necto users when you start a discussion with them. You can apply all of the three functions to people in this group.

 People who are not in the organization’s intranet. You can send e-mail messages to these people and show them on the grid, but you cannot start a discussion with them.

To find people and apply a function:

1.      Click on a grid cell and select Find People from the context menu. To find people for an entire grid column, select Find People from that member’s menu, or click Find People on the Members tab of the ribbon.

2.      The results display in the Find People dialog box, in a radar chart or in hierarchic tree format.

To switch from radar chart to hierarchic tree format, click the Show Users Tree  button.

3.      In the users tree, select or deselect the people you want to communicate with or display on the grid. Selecting/deselecting a parent entity selects/deselects the descendant entities.

4.      To start a discussion with the selected people, click the Discuss  button. A new discussion opens in the discussion panel.

To send mail, click the Send Mail  button. Microsoft Outlook opens automatically with the email addresses of the selected recipients, the name of the workboard as the subject, and the link to the workboard in the message body. You can edit the mail message and send it.

To display the selected people in the grid, click the Show in Grid  button. Only people from the same hierarchy level can be displayed in the grid.