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Creating an Evaluations Record

When a meeting concludes, the attendees are often asked to fill out an evaluation form to gauge the effectiveness of the meeting. Aptify provides functionality to track the evaluations associated with a particular speaker.

  1. From a meetings Products record, select the Speakers sub-tab on the Meetings tab and open the Speakers record.
  2. Select the Evaluations tab and create a new Evaluations record.

    Evaluations Record
  3. Select the name of the attendee who filled out the evaluation.
  4. Fill in the Evaluations forms as necessary and click OK to save the record.

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