“Meeting” enables a company to record every future meeting.
1. Select “Meetings” in “Communication” and click “My Meetings”.
2. You can add “Meetings” list by clicking “Add”.
3. Fill the space with required information to add meeting.
Description:
My Meeting : Please go to the "meeting" link and select "my meeting" to see a list of "meeting" that exists. For example: meeting with TNB.
Add New : Click on “add” button to add “meeting” list.
Name : Please enter “meeting” name. For example meeting with TNB.
Description : Please enter relevant “meeting description”.
Start Date : Please select start date of the “meeting”.
End Date : Please select end date of the “meeting”.
Location : Please state “meeting” location.
Contact : Please select related “contact”. In this section, only the contacts that are added in "Contact" will appear as contacts list.
4. Repeat the same steps in “My Meetings” to add information.
Additional note:
Before you fill in the information in "Meeting", you must enter the names of your customers "Contacts Book" first. After filling in the information in "Contact Book", press the button "Create" or "Save" button.
For your information, after you have filled the information in "Meeting", all movements will appear in "Movement" in HRMS