Page Comparison

How to create a new

Meeting

1. Select Meetings from the left-hand menu. You will be taken to a Datagrid DataGrid showing all existing meetings. Select Add on the top left of the DatagridDataGrid. 
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2. Input the meeting Meeting details into the form.
   
   
3. To create the meeting Meeting record, select click Save.
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4. The meeting record Meeting will now be available to access in the Meetings DataGrid, in the assigned user record, in the assigned account record, in the assigned course record, and in the assigned opportunity Opportunity record.  

How to edit an existing Meeting

1. Select Meetings from the left-hand menu.
   
   
2. You will be taken to a DataGrid showing all existing Meetings.
   
   
3. Right click on the Meeting record that you are interested in you wish to edit and select Edit from the context menu.
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4. Make any necessary changes and update the Meeting record by selecting then click Save. 
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How to log a

Communication record against a

Meeting

1. Select Meetings from the left-hand menu. You will be taken to a Datagrid DataGrid showing all existing meetings. Right click on the meeting record that you are interested in and select the Add option next to Communications in the context menu.
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2. Complete the form with the details of the communication. Create the communication Communication record by selecting Save & Close.
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3. The communication record Communication will now be available to access against the meeting record Meeting and in the Communications DataGrid:
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How to log a

Note against a

Meeting

1. Select Meetings from the left-hand menu. You will be taken to a DataGrid showing all existing meetingsMeetings.
   
   
2. Right click on the meeting record that you are interested in.Select the Meeting you wish to add a Note to and select the Add option next to Notes in the context menu:
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3. Complete the form with the details of the noteNote.
   
   
4. Create the note by selecting Click Save & Close to save the Note.
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5. The note will now be available to access against the meeting record Meeting and in the Notes DataGrid.
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How to create a

Task for a

Meeting

1. Select Meetings from the left-hand menu. You will be taken to a DataGrid showing all existing meetingsMeetings.
   
   
2. Right click on the Meeting record that you are interested inSelect you wish to add a Task to and select the Add option next to Tasks in the context menu:
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3. Complete the form with the details of the Task, including the User that it is assigned to.
   
   
4. Create the Task by selecting Click Save & Close to save the Task.
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5. The Task will now be available to access against the meeting recordMeeting, the User user the Task is assigned to, and in the Tasks DataGrid.
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How to upload a file to a

Meeting 

1. Select Meetings from the left-hand menu. You will be taken to a DataGrid showing all existing Meetings.
   
   
2. Right-click on the meeting record that you are interested in and select Edit:
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   You will be taken to your meeting details.Meeting you wish to edit and select Edit from the context menu.
   
   
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3. From the Meeting Maintenance menupage, select File Store.
4. You will be taken to a DataGrid showing all existing files.
5. Select Add on the top left  To add a File to the Meeting, click Add at the top of the DataGrid:.
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6. Complete the form with the details of the file File you are uploading and upload the file.  
   
   
7. Create the file record by selectingClick Save & Close:
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8. The file File will now be available to access against the Meeting record Meeting  and in the File Store DataGrid:Image Removed
   
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How to view the Meetings a User has attended

1. Select Users from the left-hand menu. You will be taken to a DataGrid showing all Users users in the systemaccessplanit.
   
   
2. Right-click on the User that you are interested inSelect user you wish to view Meetings for and select Meetings from the context menu:
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3. You will be taken to a DataGrid showing all Meeting records that you user is assigned to. 
   
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