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