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The Meetings User profile is subscribed to three applications by default: Customers, Meeting Management, and Order Entry. Each application has its own dashboard that provides an access to information that is important to Meetings/Events staff.

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Customers Application 

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  • Meeting Speakers: This is a list view of people who have spoken at a meeting in the past or who are scheduled to speak at an upcoming meeting.
  • Meeting Sponsors: This is a list view of all companies that have acted as a meeting -sponsor in the past or for an upcoming meeting.
  • Meeting Attendee in Past 6 Months: This is a list view of people who have attended one or more of the organization’s meetings in the past six months.


Customers -Dashboard

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Meeting Management Application
 

The Meetings User subscribes to the following services by default in the Meeting Management application. The user can add or remove services as necessary using the Application Services dialog.

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The dashboard for the Meeting Managment application includes three pivot tables that display information about meeting resources, meeting sponsors, and meeting speakers. To review the details for a particular meeting, a user can filter each of the three pivot tables by the same meeting.

Meeting Infor Dashboard

Order Entry Application

The Meetings User subscribes to the following services by default in the Order Entry application. The user can add or remove services as necessary using the Application Services dialog.

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