All meetings for business parties (list)

Click Client administration > Clients. On the Clients list, select and open a client and then click Meetings.

Prepare minutes and resolutions and review information for all meeting types. General information, attendees, agenda items and any custom fields can be viewed and printed.

This list applies to the following party types:

Clients (Company, Fund, Partnership, Foundation, Trust)

Master Institution

Navigating the list

The following tables provide descriptions for the controls in this list. Column positions and headers may have been changed by your system administrator. Columns may have been added to the list or removed.

For more information on custom lists and views see How to manage lists and views.

Actions

Action	Description
Actions	Opens a menu of available commands associated with directors' meetings. There may be several dimmed commands in the Actions menu. These commands can be made available by first selecting an item from the list.
Export to Excel	Exports the current list into a new Excel document.
Print preview	Opens a Print preview window.
Print	Opens a dialogue box to select print options.
Prepare minutes and resolutions	Opens a wizard to prepare minutes and resolutions.
Delete	The Delete command will appear dimmed if an item is not first selected in the list. Delete will remove the selected item from the database.
Properties	The Properties command will appear dimmed if an item is not first selected in the list. Properties will open a window containing the data from the item selected in the list.
Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.
View	Use the menu options to Select or Save a view. You can create more than one layout of the data and these can be set as defaults which can be made available to all users.

Fields

Field	Description
Meeting type	The type of meeting held. This list can be defined by object types and categories in the Settings module > Lists > Application configuration > Meeting types.
Status	The current status of the meeting.
Held on	The date on which the meeting was held.
Notice sent on	The date on which a notice of meeting was sent.
Note	Additional notes for the meeting.
Business party ID	The business party ID for whom the meeting was held.
Client	The client for whom the meeting was held.
Created by	The user who created this record.
Created on	The date this record was created.
Is director meeting	Yes if the this was a directors' meeting, otherwise No.
Is resolution	Yes if the a resolution was passed, otherwise No.
Is shareholder meeting	Yes if the this was a shareholders' meeting, otherwise No.
Location	The location of the meeting.
Modified by	The last user to modify the details of this record.
Modified on	The date this record was last modified.
Parent meeting type	The Primacy internal meeting type.
Record ID	The Primacy identification number for the meeting.

Navigating the list

Actions

Fields

See also

Comments