Meetings Update

Article sections

    The process to update existing Meeting details is as follows:

    Navigation: Menu > Meetings App > Listview > Select the Meeting > Edit (Pencil Icon) 

    Field name Description
    Subject The system automatically shows the Meeting Subject by default; if the user wants to change the Subject, select a new Subject from the list
    Participants The system automatically shows the Meeting Participants details; if the user wants to change the Participants, select from the list. (User can also add multiple participants to the Meeting)
    Start date The system automatically takes the Start Date of the Meeting by default; if the user wants to change the date, set a new date from the calendar
    End date The system automatically shows the End Date of the Meeting by default; if the user wants to change the date, set a new date from the calendar
    Alert Me before (Mins) The system automatically shows the Alert time before the Meeting (In minutes) if the user wants to change it, enter the time in minutes
    Address The system automatically takes the Meeting location; if the user wants to change the Address, enter City name or click on Capture Location
    More Options User can click on more options for Advanced options
    Planned Expense The system automatically shows the Expense Planned for the Meeting; if the user wants to change it, enter Expense amount in the field
    Actual Expense The system automatically shows the Actual Expense incurred for the Meeting; if the user wants to change it, enter Expense amount in the field
    Series The system automatically takes the Series as Meetings by default
    Co Hosts The system automatically shows the Co Hosts of the Meeting by default; if the user wants to change it, select from the list. (User can also add multiple Co Hosts of the Meeting)
    Colleagues The system automatically shows the Colleagues of the Meeting by default; if the user wants to change it, select from the list. (User can also add multiple Co Hosts of the Meeting)
    Tags
    Meeting Type

    By default the system shows the Meeting Type is whether or not lead Meeting, if user wants to change it click on the Radio Button template beside Lead Meetings.

    User can also select Tags of Customers or Employees to add in the Meeting from the list or enter a Tag name in  the field

    Description User can comment or enter short notes about the Meeting

    Apply the required changes and click on Save.

    in Meetings
    Table of Contents