How to use notes as meeting minutes
When you create a new meeting, you can add meeting minutes by linking a note.
- Create an appointment ahead of time
- Before the meeting starts go back to the appointment
- In the notes field, click New Note and Daylite will open a new note as a slide over.
- Enter the meeting notes and click Save All when completed
The Activity view of the appointment will now display a note that is linked to the appointment.
Tip: Now that you have notes from you meeting, you can quickly action what was discussed by clicking the in the top corner of the note and create a new record for the list of records.