Add a Tab for Agenda Items

Add a Tab for Agenda Items

Desktop had the ability to leave agenda items for the future in an action and then be able to collect them in a report, even if the action was closed. This avoided leaving a number of actions open.  Consider creating a tab to do the same, with either an ongoing list of recommendations or suggestions, or a grid of the same.

Edit Agendas Tab

The Edit Agendas sub tab displays a list of all Action items that are currently assigned to an agenda in the contact’s record. Adding Agenda text from Actions can be a helpful reminder of tasks that need follow up or review for meetings at a later date.

See Agendas created through the Actions Tab for more information on creating these agenda items.

To remove all agenda items (this will not remove them from the Actions Tab only from the Agenda Report) click the Clear All Agendas button in the far right corner.

To print agendas, use the Print button or the Agendas button on the Contact Toolbar.