Maintaining a List of Meeting Attendees

The Attendees tab on the Meeting Summary contains a list of attendees recorded for the meeting. Expand a row to display all of the available information. Each row includes an Actions button and current values in these fields:

• Title

• First Name

• Last Name

• Organization

• Email Address

• Phone Number

Click in a field and add, change, or delete information as needed.

To delete an attendee, select Delete from the Actions menu on the attendee row. To reverse the deletion, click the Undo button.

To add a new attendee, click the New button. The system adds a new blank row. To save the new attendee, you must enter values in the First Name and Last Name fields.

To select one or more attendees, choose Select Attendees from the list Actions menu. The system displays a modal window for selecting attendees. Click a row to select it. The system adds a check mark at the beginning of the row to indicate it is selected. Continue selecting attendees as needed. When you are finished, click the Add to Attendees button. The system closes the modal window and adds the selected attendees to the list.

To save your changes, click the Save button. The system displays a message to confirm that your changes were saved.

Related topics:

Maintaining a Meeting Record