Forum6525: Business Meeting Notes plug-in

Title: Business Meeting Notes plug-in

This plugin provides a form and an entry to post business meeting notes for you. You can set the date and time of the meeting, people attended to the meeting, and other notes. If you use Forum6504: Customer Project Management Form Set plug-in, you can connect your meeting notes entry to the customer and/or the project entries.

Install

Click the link below to download com.traction.form.bizmtgnote-event-NN.zip file. (NN means the version number.)

Upload the zip file in Server Settings > Plugins page.

After uploading, you will see the I18N error as following. But don't worry. This error means "you need to restart TeamPage server to load the I18N resources (language files)."

Click [Restart TeamPage] in Server Settings > General > Manage Server page. If your TeamPage server is hosted in Traction's cloud environment, you will need to restart your server twice to load the I18N resources correctly.

After restarting, you will see that the plugin's name show up correctly.

Basic How-to

Select "New Biz MTG Notes" in the add menu.

The form will show up.

If you use Forum6504: Customer Project Management Form Set plug-in, you can connect your meeting notes entry with your customer and project entries.

You can extend the format of your meeting notes by using the templates.

When you post the form, you will see the meeting notes entry as following.

Spreadsheet View and CSV Export

Business Meeting Notes plug-in version 1.0.3 or higher provides you a button which launches the spreadsheet (the table) view.

On the spreadsheet view, you can sort the order of the columns, filter by search (multiple keywords supported), and download the data as a CSV file.

With the CPM plug-in

With the CPM (Customer Project Management) plug-in, the meeting notes entry can be connected with your customer data and project data.

Customer

The list of the meeting notes entries related to a specific customer can be easily found in the "Related Contents" area of the customer's entry.

Project

The meeting notes entry appears in the Activity and Calendar section when you connect it to the project.

You can find the "next actions" from the meeting notes in Tasks, Activity, and Calendar section on the project's dashboard.

Configurations

Admins can open the configurations view by clicking "configure" in the plug-in.

Please check the configurations on the view.

Attachments:

plugin_i18n_error.png
installed_en.png
addmenu.png
form_en1.png
templates.png
notes_entry_single.png
customer_attended_meetings.png
goal_dashboard.png
configure_en.png
config_en.png
single_en.png
spreadsheet_view_en.png

Shared Files for Forum6525

references (2)

Forum6504: Customer Project Management Form Set plug-in Forum6504: Customer Project Management Form Set plug-in

Article: Forum6525 (permalink)
Categories: :Doc:plug-in
Date: November 19, 2015; 2:57:49 AM Eastern Standard Time

Author Name: Takashi Okutsu
Author ID: takashi