How to use activities to track and search for meeting attendees screen cast

Description

Sometimes creating an event is over kill. If you just need to record who attended a meeting, you can do so in these easy steps (see below for a screen cast):

  1. If you already have a group of people who typically attend this meeting (preferred method!) - then search for those people first.
  2. Then, place a check next to each person who attended the meeting
  3. From the Actions drop down, select "Add Activity"
  4. Choose the activity type (e.g. Meeting)
  5. If there are people who attended that are not in the group, you can click in the "With" field and add new contacts
  6. Choose the option to create one activity for all contacts
  7. Enter the date and ensure the status is completed.
  8. Save
Category: 
Organizing with Powerbase
Event Management
PowerBase - General
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