Meetings User Guide
Meetings List Tab
This tab allows users to see the list of Meetings by date. Users can enter the date and view the Meetings for that day. It shows Information like Title, Date ,Time, invitees,Branch, courses,attendance.
In the last column, There are Action items like Edit the Meeting info, Contact preferences like Mail, sms and call the person. Users can also search by typing text in the search box.
Add Meetings Tab
Click on “Add Meeting” tab to create new meetings. Fill up all the details and then select the clients that have to be called for this meeting.
Add Students To Meeting
Select Subsidiary, Branch and and Course to populate the student grid to select the list of students with whom meeting needs to be set up with.