How to use notes as meeting minutes How to use notes as meeting minutes
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How to use notes as meeting minutes

Julia Julia

When you create a new meeting, you can add meeting minutes by linking a note.

  1. Create an appointment ahead of time
  2. Before the meeting starts go back to the appointment
  3. In the notes field, click New Note and Daylite will open a new note as a slide over.
  4. Enter the meeting notes and click Save All when completed

The Activity view of the appointment will now display a note that is linked to the appointment.

Now that you have notes from your meeting, you can quickly action what was discussed by clicking the Button in the top corner of the note and create a new record for the list of records.

 

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