Track meetings including attendance and business conducted. The data entered into this form can be inserted into resolutions like meeting minutes.


A company record must be added to the Company Profile before a meeting record can be added for the company. People must be associated with the selected company on the People Profile and marked as an officer, a manager, a director, a shareholder, or a member, on the Titles & Responsibilities form (depending on the type of meeting and entity type) for the name to be in the attendance list. Owners are automatically marked on the Titles and Responsibilities form if the Owner Register/Create Transactions form is used to record owner transactions. Attendance and notes can be printed using the Reports option on the main menu.