Adding a new meeting

The module storing events. The meetings is available from the main menu. We go to it by clicking on the “CRM” category and then “Meetings”.

In the form on the screen, the required fields are marked with a red whistle. The others are replenished as needed. The function fields are described below:

  • Date - used to indicate the date and time of the meeting start. The field is not available if the meeting is an all-day meeting.
  • Duration - specifies the duration of the meeting
  • Switch All day - informs the system that the meeting will be held for the entire specified day. Enabling this option hides the fields: “Start” and “Duration”. At the same time, the “All day” field will appear
  • All day - set for all-day meetings
  • Priority - defines the priority of the meeting: low, medium or high
  • Employees - these are multiple-choice fields where employees who are participants or associated with the meeting are indicated
  • Customers - a field where clients participating in the meeting are specified
  • Project - in this field you can indicate the project which the currently added meeting concerns
  • Description - additional description of the meeting, e.g. what it concerns or agenda
  • Permissions - Assigns meeting permissions to other system users:
    • Public - Anyone can edit, delete or view
    • Public, Read Only - Anyone Can View
    • Private - visible only to the author of the record

To add an employee's record to the meeting, it must be correctly added to the system, otherwise it will not be visible in the list of employees in the current form. In order to add an employee, go to the “Employees” field. We have the associated fields at our disposal. Available employees are displayed on the left. On the right, only those indicated in the above-mentioned list.

  • Filter - used to filter the list below - you should start writing text in the field. The list of available employees will be filtered according to the entered phrase
  • Add all button - - after clicking, all items from the list will be added, taking into account the previously specified filter

To select an employee selectively, it is enough to click on the selected item of the list. It will be moved to the right side.

Adding an item in the “Customers” or “Project” field is done by entering the required phrase in the field. The system will automatically suggest possible options. To confirm your choice, just click on the desired item. The “Customers” field is a multiple-choice field, while only one item can be selected in the “Project” field.

Recurring Meetings

Each meeting created or existing in the system can be marked as recurring. The switch at the bottom of the form is used for this: “Cyclical”. By clicking on the control, the additional fields described below will be expanded:

  • Another consecutive day - available time intervals:
    • daily
    • every other day
    • every third day
    • every fourth day
    • every fifth day
    • every sixth day
    • every week
    • every ten days
    • every two weeks
    • every four weeks
  • every working day - available days of the week
  • every month - you can choose from the following options:
    • each selected day of the month - based on the date in the “Start” field
    • every last day of the month
    • days in the first week of the month - indicate the days of the week from the fields below
    • every other day - indicate the days of the week from the fields below
    • days in the penultimate week of the month - indicate the days of the week from the fields below
    • days in the last week of the month - indicate the days of the week from the fields below

The field specifies the end date of the recurring meeting. If the field is not completed, the system will repeat the appointment at the specified interval indefinitely.