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.

• Customers Application
• Meeting Management Application
• Order Entry Application

The Meetings User subscribes to the following services by default in the Customer's application. The user can add or remove services as necessary using the Application Services dialog. (See Adding and Removing Services for details.)                                                            

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• Companies
• Persons
• Contact Logs

The dashboard for the Customers application includes the following elements from top to bottom:

• 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.

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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.

• Meetings
• Resources
• Tasks

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.

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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.

• Orders
• Payments
• Bulk Orders (for processing bulk meeting registrations after running the Bulk Orders wizard from a view of Persons or Companies)

The dashboard for the Order Entry application includes the following elements:

• Recent Customers: This instance of the Most Recently Used control provides quick access to recently viewed Persons and Companies records as well as Persons and Companies views.
• Meeting Orders Today: This view displays orders taken today that include a meeting registration. This view has a hierarchy to display order line information for each applicable order.
• Meeting Seat Availability: This list view displays information about meetings that track available seats using Aptify’s inventory management functionality. The view includes hierarchies to view Meeting details (the Meeting Drill Down hierarchy) and registration information (the Order Meeting Details hierarchy).

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