Meetings

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Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.

Guest 3 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

3 VOTE

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.

Norman Wendl 3 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

5 VOTE

Email Meeting Invite flags Attendees as invited

Currently, when you send the email meeting invite, you have to go to the attendee's list, manually flag who has been invited, and enter the invite date. Can this be automated so that when sending an invite email, it flags the attendees as invited?

Tim Smith 8 months ago in Meetings / Notifications / Safety Meetings 0 Future consideration

2 VOTE

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable

Tim Smith 8 months ago in Detail Report Templates / Meetings / Safety Meetings 0 Future consideration

2 VOTE

Add the Meetings module to Leads

For larger projects, there are are often many meetings with the client prior to us being awarded the job. It would be extremely helpful if the Meetings tools were also available under Leads the same way the are under Projects.

Audrey Peebles 9 months ago in Leads (Active or Intactive) / Meetings 0 Future consideration

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