Navigation:  5 Using Total Enterprise CRM > 5.7 Calendar > How to work with Calendar? > How to schedule/reschedule a new meeting?

 

A "Meeting" is like an Outlook meeting – it has a place, attendees, recurrence schedules and a description. Like many CRMs, the meetings can also be linked to people, contacts or marketing campaigns – and again, meetings can be made to link easily with other activities.

Meetings will appear in the calendar, and if the MS Exchange Synchronization is used will automatically Synch to Outlook and PDA’s.

 

You can schedule a new meeting with a company/contact by following these easy steps:

 

Step 1: Select 'Schedule Meeting'

 

 

On ribbon, click the "Calendar" tab.

Under Schedule group, select "Schedule Meeting".

 

Step 2: Fill the Form

 

 

The meeting form contains all of the information related to a meeting, broken down into several tabs. These tabs are located in upper pane and described here:

General Info: Here you can enter general info like subject, description and company/contact you are arranging meeting with. Start/finish date, status etc. for this meeting.

Phone Numbers: Phone numbers to make call/meeting

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

 

At the bottom of the screen you can see a set of tables which contain related records (only one type of records are present in one column).  This table is called grid. On the grid you can quickly see  the main details of the record and also see who created it, when it was created and the subject etc.  If you need to edit any record – a quick double click will launch an editor/form for editing.

 

The grid located in the bottom pane of above screen stores interaction-history, broken down into few more tabs. These tabs are contacts, attendees and notes for this meeting.

 

Note:

To avail additional options under any grid, right-click inside of that grid and choose desired option from context menu.     Alternatively:

Click anywhere inside the grid and choose from any of available options from quick-access toolbar appeared above the ribbon.

 

 

Using the ribbon commands of above window, you can further interact with this instance. To do so, you can choose any of the actions listed below:

Although  some of these actions are described  for "Company" but same technique can be applied to "Meeting".

 

Note:

Since these options are on the meting screen, Total Enterprise CRM assumes that if you create a note, project, email or any other action from this screen, it is automatically related to the previously selected instance. This theme continues throughout the CRM system to reduce unnecessary data entry.

 

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.