How To: Meetings

How to create a new meeting

1. Select Meetings from the left-hand menu. You will be taken to a Datagrid showing all existing meetings. Select Add on the top left of the Datagrid. 
   
   
   
2. Input the meeting details into the form.
3. To create the meeting record, select Save.
   
   
   
4. The meeting record 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 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 and select Edit.
   
   
   
4. Make any necessary changes and update the Meeting record by selecting Save. 
   

How to log a communication record against a meeting

1. Select Meetings from the left-hand menu. You will be taken to a 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.
   
   
   
2. Complete the form with the details of the communication. Create the communication record by selecting Save & Close.
   
   
   
3. The communication record will now be available to access against the meeting record and in the Communications DataGrid:
   

How to log a note against a 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.
4. Select the Add option next to Notes in the context menu:
   
   
   
5. Complete the form with the details of the note.
6. Create the note by selecting Save & Close.
   
   
   
7. The note will now be available to access against the meeting record and in the Notes DataGrid.
   

How to create a task for a 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
4. Select the Add option next to Tasks in the context menu:
   
   
   
5. Complete the form with the details of the Task including the User that it is assigned to.
6. Create the Task by selecting Save & Close.
   
   
   
7. The Task will now be available to access against the meeting record, the User the Task is assigned to and in the Tasks DataGrid.
   

How to upload a file to a meeting record 

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 and select Edit:
   
   
   
4. You will be taken to your meeting details.
5. From the Meeting Maintenance menu, select File Store.
6. You will be taken to a DataGrid showing all existing files.
7. Select Add on the top left of the DataGrid:
   
   
   
8. Complete the form with the details of the file you are uploading and upload the file.  
9. Create the file record by selecting Save & Close:
   
   
   
10. The file will now be available to access against the Meeting record and in the File Store DataGrid:

How to view the Meetings a User has attended

1. Select Users from the left-hand menu.
2. You will be taken to a DataGrid showing all Users in the system.
3. Right-click on the User that you are interested in
4. Select Meetings from the context menu:
   
5. You will be taken to a DataGrid showing all Meeting records that you user is assigned to.