You can create a record of a meeting with a client.
Note: The Calendar Entry AutoFile process automatically imports and files all client meetings from your users' Outlook calendars. They are created as Meetings in FYI. This allows your practice to automatically store a record of all client meetings. Refer to Calendar Entry AutoFile.
You can create any additional meeting directly in FYI.
- From FYI, click + New
Select M from the list of document types.
Or, from the workspace, simply press the shortcut key M for a new Meeting.
- The Meeting Description section pops out so you can start making notes. Enter the details of the meeting. You can use formatting on the text, such as bold, font sizes.
In the Drawer, select or enter the filing fields, or change the defaults that are given:Client - type at least three characters of the client name to display all clients containing those characters anywhere in the Client Name. Then click to select the required client.
Tags and Keywords - If the selected Cabinet has been enabled for Tags and/or Keywords you will see these as additional Categories. You can create or select one or more Tags as additional categorisation. You can enter one or more Keywords that can be used when searching for the document. Refer to Tags and Keywords.
Categories - such as Cabinet, Work Type, Year. If Jobs are enabled for the selected Cabinet, you can also select a Xero Practice Manager Job for the client (refer to Jobs).
Name - Enter a name for the meetingl, for example, the name(s) of the person with whom the meeting was held, or any other subject text. This displays on the lists.
Date and Time - these default to the current date and time and can be changed if required.
Location - If relevant enter the location. This is optional.
- Click Create.
The Meeting is saved in FYI.
To redisplay the details of a Meeting, select it in a list to display the Drawer. To display the Meeting Description, click the Preview tab to open it and make any changes if needed. Expand any of the filing details sections in the Drawer to display and make any changes if required.