How to know the meeting Location (conducted)
This article will help understand step wise process to fetch meeting locations real time.
Prerequisites
Permission: Any user with Read permission on meeting and Special Meeting permission on Required Entity.
Product Plan: Embark/Elevate
Activities to be completed: None
Steps
Step 1: Login with valid credential on Kylas CRM app, below are the links to install
Step 2: Once logged in, user can view the meetings scheduled under upcoming Meeting or can create new on the go by clicking on "+" icon
You can also choose to change the date by clicking on Calender icon, app will show "Today" as default
Step 3: To perform action on scheduled meeting, click on the meeting from the list. It will prompt to Check in if the medium is "Offline"
Step 4: Once you click on Check-in, it will auto pick the current location for on-site meeting, once done it will display all meeting related details & Check-out button.
1. Location cannot be updated manually, it will lock as actuals
2. Click on Notes button to add any information to be passed on or needs to be recorded
3. Click on edit meeting & update status as Missed event if needed
Step 5: After you click Check-out button, it will auto pick the location & app will capture current date & time. You can choose to update meeting status using the dropdown. Upon completing the status as Conducted it will close the log. Same can we cross verified on meeting listing page with updated status.
Step 6: Once the meeting has been logged, all details can be viewed under Internals tab where in you can also find actual location for Check In & Out details.
1. Meeting Check in / out can be performed only through mobile app
2. Only organizer can update status as check in / out
3. If meeting is not checked in at given date & time it can be moved to missed meeting
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