Navigation:  5 Using Total Enterprise CRM > 5.9 Activity > How to work with Activity? > How to view all meetings associated to your account?

 

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.

 

To view list of meetings associated to "your" account in CRM system, follow these easy steps:

 

Step 1: Select 'My Meetings'

 

 

On ribbon, click the "Activity" tab.

Under Meetings group, select "My Meetings".

 

Step 2: View the List

 

Here you can view the list of all meetings that belong to your account of CRM system.

 

Below the ribbon of above 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. etc.

 

Note:

If you need to edit any existing record shown in this grid – a quick double-click will launch an editor/form for editing. Click 'Save & Close' when you have done.

 

 

In Total Enterprise CRM meetings are listed in a grid; using remarkable features of this grid, you can further interact with these meetings. To do so, choose any of the actions listed below:

 

Meetings are listed in a sortable, flexible grid. You can sort these meetings either in ascending or descending order. You can also perform search techniques using CRM grid to exactly find the meeting you are looking for. For details:

 

To observe meetings in a grouped view, you can group them by any desired field. For details:

 

Tags are used as a way to classify meetings in an ad-hoc way, where it may not make sense to add additional fields into the CRM System. Meetings in database may be tagged to help organize them. New tags are simple to create, and you can filter any grid by tags to show desired meetings. Similarly, you can easily remove any tag that you have already assigned to a meeting. For details:

 

Importing and exporting records in meeting can be performed quickly and easily from/to Excel sheet to/from any grid in the CRM system. For details:

 

Printing any set of records is very easy in Total Enterprise CRM like printing in Microsoft Word. For details:

 

To quickly manipulate records, you can use split-view to observe list of meetings and their data at same location. For details:

 

The common actions like copy or delete a meeting, select all meetings, refresh meetings and create a new meeting or open an existing one  are also available within this grid. For details:

 

Note:

Some features are same for every grid under any tab you see in the Total Enterprise CRM system. These are:

. Copy, delete or refresh records and create a new or open an existing record.

. Sorting, searching and grouping records

. Assigning/removing tags & filtering by tags

. Exporting and importing records

. Printing any set of records

. Split-View to view list of items and data