Today’s changes are a bit different – they won’t be immediately useful, but they pave the way for a lot of potential

In the left hand menu, there is a new item at the bottom for meetings

This will open the meetings list
The meetings list has a new meeting button at the top

Clicking this will give you a prompt to fill in the subject and date/time

Once your meeting has been created, it will appear in the list
As per everywhere else, you can click on a record to open it as a popup – or click the pin as tab icon
Meetings currently have 5 tabs – Main, Attendees, Agenda, Notes and Action Items
The main tab has the title, date/time and the delegate link
The delegate link is the interesting part of this
The link will open a read only view of the meeting minutes in a special screen – the url is coded with a login that only allows access to that screen – for that meeting
The read only screen refreshes every 10 seconds
The Attendees tab isn’t completed – it will have the user that created it, and eventually it will have an add attendee process similar to adding watchers to a ticket
The agenda tab lets you add agenda items – they are edited inline – no separate screen
The Notes tab is a html control that lets you enter formatted notes
And the action Items tab is similar to the agenda items tab – except each row will have 3 buttons:

These buttons don’t work yet – but if you hover over them they explain what they will do:
The first is for assigning a person to an action item
The second is for raising a ticket for an action item
And the third is for associating an existing ticket to the action item

If you have the delegate link open in an “incognito”/“In private” tab you will be able to watch the sections of the view screen update as you make changes to the corresponding tabs in XCRM

The link generation functionality will soon be used for approvals and for the satisfaction “smiley” survey that clients receive when a ticket is closed out
There are no alerts or emails setup for the meeting functionality at present – so feel free to play around with it

Also – feel free to try to “hack” the url – if you find any loopholes, let me know

Revision: 1
Last modified: Jun 08, 2020


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