Like the Calls module, the Meetings module in SuiteCRM allows Users to create a record of any Meeting that they have been involved in. The Meeting scheduler allows a User to invite attendees, email invitees, set reminders, reschedule and relate to other modules including an Account, Contact, Project and many other Objects. This module has many more helpful functions that assist the User to plan and organise their Meetings.
Meetings Actions
You can access the Meetings actions from the Meetings module menu drop down or via the Sidebar. The Meetings actions are as follows:
Schedule Meeting – A new form is opened in Edit View to allow you to create a new Meeting record.
View Meetings – Redirects you to the List View for the Meetings module. This allows you to search and list Meeting records.
Import Meetings – Redirects you to the Import Wizard for the Meetings module.
Managing Meetings
To search for a Meeting, use the Search section.
To sort records on the Meetings List View, click any column title which is sortable. This will sort the column either ascending or descending.
To update some or all of the Meetings on the List View, use the Mass Update panel as described in the Mass Updating Records section.
For a detailed guide on importing and exporting Meeting, use the Import and Export Importing Records and Exporting Records sections.
To View the location click the Map button in Bulk Action Drop Down Menu.
To delete one or multiple Meetings, you can select multiple records from the List View and click delete.
To close a Meeting, click on the ‘x’ icon on the Meetings List View.
To view the details of a Meeting, click the Meeting Subject in the List View. This will open the record in Detail View.
To edit the Meeting details, click the Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.
To duplicate a Meeting, you can click the Duplicate button on the Detail View and then save the duplicate record.
You can also delete a Meeting from the Detail View by clicking the Delete button.
You can click the Close and Create New button. This will close the Task you are viewing and redirect you to the Edit View to create a new record.
You can also close a Meeting by clicking the Close button on the Detail View of a Task.
To Reschedule a Meeting, you can click the Reschedule button on the Detail View of a Meeting.
To track all changes to audited fields, in the Meeting record, you can click the View Change Log button on the Meeting’s Detail View or Edit View.