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Overview: MeetingBroker messages

You will receive many different kinds of messages while working in MeetingBroker. The contents of the Message window depends on the type of message and whether you view the message as a sender or receiver.

Sender view

New RFP

Send	Click to send the RFP.
To	The person who received the RFP proposal.
From	The person who sent the RFP or proposal.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.
Send Customer Confirmation Email check box	Opens when a meeting is created in a subscription that is enabled for customer confirmation email. When the check box is selected, confirmation mail is sent to the primary contact of the meeting.

Canceled Meeting

Send	Click to send the message.
To	The name of the user and location receiving the message. If the meeting contains multiple RFPs, the To box does not appear.
From	The name of the person who is sending the cancellation message.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

New or updated proposal received by the RFP sender

View Proposal	Click to view the proposal.
To	Displays one of the following: If the RFP came from an external channel, the name of the external channel that sent the RFP. If the RFP was sent from within MeetingBroker, the MeetingBroker username and location of the sender of the RFP.
From	The MeetingBroker user and location.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

New or updated RFP

Send	Click to send the message and RFP.
To	The name of the location receiving the RFP. You can send the RFP to a location name only. The recipient of the RFP depends on who is set up as the recipient at the location. If you select multiple locations, the To box does not appear.
From	The name of the person who is sending the RFP, specified on the meeting's General page. If the updated RFP is sent from an external channel, the From field displays the name of the external channel.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Reassigned meeting sent by the user who reassigns the meeting

Send	Click to send the message for the reassigned meeting.
To	The name of the person who is reassigned the meeting.
From	The name of the person who reassigned the meeting.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Reassigned RFP for the user who reassigns the RFP

Send	Click to send the message and RFP.
To	The MeetingBroker user who was reassigned the RFP and his or her location.
From	The MeetingBroker user who reassigned the RFP and his or her location.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Message window for a user who redirects an RFP

Send	Click to send the message and RFP.
To	The name of the location receiving the RFP.
From	The MeetingBroker user who redirected the RFP and the location where the RFP was redirected from.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Turn Down RFP

View RFP	Click to view the turned down RFP.
To	Displays one of the following: If the RFP came from an external channel, the name of the external channel that sent the RFP. If the RFP was sent from within MeetingBroker, the MeetingBroker username for the sender of the RFP.
From	MeetingBroker username and location
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Withdrawn RFP

Send	Click to send the message.
To	The name of the location receiving the message.
From	The name of the person who is sending the RFP, specified on the meeting's General page.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Awarded RFP

Send	Click to send the message and awarded proposal.
To	Displays one of the following: If the proposal came from an external channel, the name of the external channel that sent the RFP. If the proposal was sent from within MeetingBroker, the MeetingBroker username and location of the sender of the RFP.
From	The MeetingBroker user and location.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Start Date	The date displayed is the start date for the meeting. The date in the box is the alternative date.
Calendar icon	Click to select an alternative date for the meeting.
Comments area	The text of the message.

Receiver view

Canceled meeting

View RFP	Click to view the canceled meeting.
To	The name and location of the user receiving the message. If the meeting contains multiple RFPs, the To box does not appear.
From	The name of the person who is sent the cancellation message.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

New or updated proposal sent by the RFP receiver

Submit	Click to send the message and proposal to the recipient.
Preview	Displays the proposal showing the business modules selected in the Message window.
To	Displays one of the following: If the RFP came from an external channel, the name of the external channel that sent the RFP. If the RFP was sent from within MeetingBroker, the sender's username and location.
CC	Email addresses of recipients who are copied on the message.
From	The MeetingBroker user and location.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Questions	On a new or updated proposal, questions associated with the RFP appear with fields for entering answers. Req uired questions appear in bold.
RTF/HTML Editor	Lets you type a free-form message, or insert standard text by clicking the Select Response button.
Select Response	Lets you select preformatted, standard text to use for the message.
Display Message Module	Select to display the message module in the proposal.
Display Attachment Module	Select to display the attachment module in the proposal.
Display Read Only Meeting Info Module	Select to display the meeting info module in the proposal.
Display Read Only Rooms Module	Select to display the rooms module in the proposal.
Display Read Only Events Module	Select to display the events module in the proposal.
Send As PDF	Select to send the proposal as a PDF attachment in the message.

New or updated RFP

View RFP	Click to view the new or updated RFP.
To	The name of the location receiving the RFP. You can send the RFP to a location name only. The recipient of the RFP depends on who is set up as the recipient at the location. If you select multiple locations, the To box does not appear.
From	The name of the person who is sending the RFP, specified on the meeting's General page. If the updated RFP is sent from an external channel, the From field displays the name of the external channel.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Reassigned meeting received by the user who is reassigned the meeting

View Meeting	Click to view the details of the meeting.
To	The name of the person who is reassigned the meeting.
From	The name of the person who reassigned the meeting.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Reassigned RFP for the user who is reassigned the RFP

View RFP	Click to view the RFP.
To	The name and location of the MeetingBroker user who was reassigned the RFP.
From	The name and location of the MeetingBroker user who reassigned the RFP.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Message window for the user who receives a redirected RFP

View RFP	Click to view the redirected RFP.
To	The name of the user who received the RFP.
From	The MeetingBroker user who redirected the RFP.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Turn Down RFP

Send	Click to send the message.
To	The primary recipient of the message. Displays one of the following: If the RFP came from an external channel, the name of the external channel that sent the RFP. If the RFP was sent from within MeetingBroker, the sender's username and location.
From	The sender's MeetingBroker username and location.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Comments area	The text of the message.

Self-awarded proposal

Send	Click to send the message and RFP.
To	The MeetingBroker user and location.
From	The MeetingBroker user and location.
Subject	MeetingBroker automatically generates the subject based on the type of message.
Attachments	Displays attachments sent with the message.
Browse	Click to find documents to attach to the message.
Primary Contact	The primary contact for the meeting.
Organization	The primary contact's organization.
Start Date	The start date for the meeting.
Comments area	The text of the message.

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