Meetings Creation

Article sections

    The creation process of the Meeting

    The creation process of the Meeting is as follows: 

    Navigation: Menu > Meeting App > Meeting Listview > Create Meeting 

    Note: Star(*) marked fields are mandatory !

    Field Name Field Description Mandatory
    Series Name Select the series for the meeting from the list. Yes
    Partcipants Select participant names from the drop-down list to add in the meeting Yes
    Add Followers By clicking on add followers, users can select the employees, customers, partners, etc.,  from the list for the meeting. No
    Contacts Select the customers from the list. No
    Start Date The start date and time of the meeting. No
    End Date The end date and time of the meeting. No
    Subject Enter the subject for the meeting. Yes
    Alert me Before By selecting the “alert me before” from the list, users can get alert by selecting time for meeting. No
    Capture Location Enable capture location, the address will automatically capture user GPS coordinates No
    Planned Expense The estimation amount for the meeting. No
    Actual Expense The actual expenses amount for the meeting. No
    Address Enter the meeting address. No
    Add Colleagues By clicking on add colleagues, users can select the employees from the list for the meeting. No
    Meeting Tags Select the meeting tag from the list for the meeting. No
    Description Enter the short notes about the meeting. No
    in Meetings
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