Meeting Notes
What are meeting notes? Can I add more notes after my meeting?
Monique Le Roux
Last Update en måned siden
Main Menu > Meetings
Meeting Notes are all forms of communication, be it phone calls and/or meetings that any user has had with a particular customer.
These notes are easily accessible both within a Meeting for ease of reference & in the activity for each customer.
To add meeting notes after a meeting has been concluded, in your browser, follow these steps:
Main Menu > Meetings
Past (tab)
Find the Meeting in question & click on it to open Meeting Details
Click Notes on the left
Click Add Note to add your notes - this will log the date & time the note was taken
Click on the date to open the note-taking bar
Enter your Title and Notes as you normally would
Click or press away, anywhere on the screen, away from the note-taking field, to save your notes.
Please note that this will then record the new time (or date) that these notes were added, if you were not able to add notes immediately.
Can I edit or delete meeting notes?
Notes taken while in a meeting cannot be edited or deleted.
They stay with the meeting. You can add more notes, as indicated above.
You can only delete any additional notes you took - any notes added after the meeting was concluded.