Meeting attendees

Meetings

Meeting attendees

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Meetings process The meeting record Edit a meeting contact
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All meeting attendees must be reported for compliance purposes.

Attendees can be added and removed from the meeting record at any time but cannot be changed once the meeting record is closed.

Meeting attendees can be named or unnamed customers and can be added:

  1. From the meeting record
  2. From any customer list, including the Call to Action list

1. From the meeting record

  1. Open the meeting record
  2. Under the Navigation tab click Attendees.
  3. Click the Add Attendees button and the Select Customer screen will open and display customers based at the meeting location.
  1. Search for the meeting attendees from the list:
  • Highlight the area you wish to search in the navigation tree on the left of the list
  • Use the Customer Search field at the top of the list to search for the customer by surname, or by location
  • Tick the National Search checkbox in bottom left corner of the navigation tree to extend the search area to include the entire database
  1. Click on the customer name in the list, or Ctrl+click to highlight multiple attendees on one page
  2. Click the Select Customers button to confirm the selection.
  3. Navigate through the customer list using the various search options to select all the attendees for the meeting.
  4. A message will appear at the top of the screen to let you know how many customers have been selected.
  5. To check the list of selected customers click the Customers Selected button at the top of the screen.
  6. To remove any incorrectly selected customers, click the Delete (bin) button next to their name
  1. When you’re happy with the attendee list selected, click the Add Customers button on the top right of the list.
  1. You will be returned to the meeting record Attendees page and the selected customers will be added.

Important: Edit the attendee list from the meeting record if necessary and confirm and finalise the attendee list before the meeting is closed.

Record any unnamed attendees at the meeting. These may be administrators, locums, etc.

  1. Click the Add button to record any unnamed attendees at the meeting.
  2. In the box that appears, select the Customer Type from the drop-down list and type the number of this type of attendees in the Count field.
  3. Click the Insert button to add the unnamed attendees to the meeting record or click the Insert and Add button to continue recording other types of unnamed attendees.

Click the Save or Save and Exit button to save the meeting attendees.

2. From any customer list

  1. Open any customer list (from the header bar, Data Explorer, CTA List, etc) and click to highlight the customer(s) name(s).
  2. Under the Actions tab click Add to Meeting
  3. Select the meeting from the list that appears, ensure the Open Meeting Record checkbox is ticked and click the OK button.
  4. The meeting record will open and the customer(s) will be added as named attendees.