Meetings

The Meetings screen allows users to track all meetings associated with a case. From the Meetings screen, users may view, add, edit, and delete case meetings.

The Meetings screen contains a grid that displays information in the following columns:

Column Name	Description
Type	Displays the type of meeting.
Description	Displays a user-defined description of the meeting.
Date	Displays the date of the meeting.
Time	Displays the time of the meeting.
Location	Displays the location of the meeting.
Attending	Indicates if the meeting will be attended in the future.
Attended	Indicates if the meeting has been attended.
Participants	Displays the names of the people attending the meeting.

Creating a Meeting

To add a meeting to a case, click the Create button. A pop-up window appears that enables users to add a meeting to a case.

Enter the meeting details and click Save or Save and Close to retain the meeting information. Click Cancel to disregard the meeting information.

Once a meeting is saved, it populates within the meeting grid.

Editing a Meeting

Users may edit meeting details by selecting the meeting from the meeting grid and clicking the Edit button.

The meeting opens within a pop-up window.

Update the meeting details and click Save or Save and Close to retain the meeting information changes. Click Cancel to disregard the changes.

The new meeting details populate within the meeting grid.

Deleting a Meeting

To delete a meeting, select the desired meeting from the meeting grid and click the Delete button.

When prompted, click Yes to confirm the meeting deletion. Click No to retain the meeting.