Skip to Main Content
Sage Construction Management Ideas Portal
Status Needs review
Categories Meetings
Created by Tim Smith
Created on Nov 17, 2025

Meeting import old business uses original meeting Responsibility and Date not latest

When import old business into a meeting it only looks at the list of original items.

This means when add old business the Responsible person and Due date is per the Original item. Problem with that is if there has been a meeting in between and this item was discussed and the Responsible person and due date was updated the new meeting add per the original info not the latest info.

Can this be changed to see latest Resonsible and Due date info?


Series of screenshots attached

Meeting 009 original due 1-Nov

Meeting 010 due date change to 5-Nov and resonsible company changed

Meeting 011 when import info if per meeting 009 and meeting 010 doesn't have any "open" items

  • Attach files