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  1. CiviCRM
  2. CRM-136

Record and Manage Activities - Meetings (Phase 2)


    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: Unscheduled
    • Component/s: None
    • Labels:


      Create schema, forms and pages for recording and managing Meetings.

      Record of Meetings will be a 2 stage state machine wherein in

      Stage 1 - Enter DateTime, Host, Invitees, Attendees, Agenda, Minutes and Notes.

      Stage 2 - Will be an optional one. If meeting date is before "today" a next page
      with a list of Invitees is shown and the user can select them using a
      checkbox. The selected Invitees can then be sent email invitation for the meeting.

      During the entry of Host, Invitees and Attendees a popup for searching/selecting contacts will be provided or we can invite members of a group or saved search.

      After the contacts are selected, Their names will be displayed in the text box (and contactid's in a hidden field. ?? which will be used to populate the table with a comma seperated list of contactid's.)

      Browsing and Searching will also be provided for Meetings. (details coming soon...)

      The Meeting will be integrated with hooks into Activity History.




            • Assignee:
              kurund Kurund Jalmi
              yasheshb Yashesh Bhatia
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              • Created: