Log rapat dan kunjungan pack
Catatan rapat internal, rapat klien, dan kunjungan: ringkasan, keputusan, peserta, lalu tindak lanjut yang ditugaskan dengan tenggat.
Steps
- Open Add features, find Log rapat dan kunjungan under Official packs, and choose Lihat rincian to see every field, the status flow, and who can fill it in.
- Choose Pasang. Nadi checks the pack with the same checker used for AI-made features, then Log rapat dan kunjungan appears under Add-on features.
- In Rapat dan kunjungan, choose Tambah rapat dan kunjungan and fill in judul, jenis, waktu and ringkasan (required).
- In Tindak lanjut, choose Tambah tindak lanjut and fill in yang dikerjakan, dari rapat and penanggung jawab (required).
- Move tindak lanjut along its status with the buttons Mulai kerjakan, Selesai and Batalkan; buttons that need extra fields open them first.
Automatic reminders and cards: Tindak lanjut baru untukmu: ...; Besok tenggat tindak lanjut: .... Removing the pack only hides it from the menu; its records stay and come back when you install it again.