Tutorials

Meetings Tools



 

Tools Menu

The ‘Tools’ menu opens forms where default categories and subcategories can be added for all meetings or for the meetings of only one company.


 

Tools – Meeting Titles Set Defaults

The ‘Type of Meeting’ selected on this form will determine the names that will appear in the attendance list. If an ‘Officer’ category is created on this form and an officer meeting is created on the ‘Meetings’ form, the names of officers for the selected company will appear in the attendance list.
The form contains detailed instructions for creating new meeting category and subcategory titles.


 

Tools – Company Meeting Titles

When meeting titles are unique to one company, the default titles for the selected company can be changed. There are detailed instructions on the form for creating new meeting category and subcategory titles.