Adding Committee Term Meetings

An organization can track committee meetings as Meetings records in Aptify and then link the meeting to the appropriate Committee Terms record. Follow these steps to create a Meetings record and link it to a term:

  1. Create a new Products record for the committee's meeting.
  2. Open a Committee Terms record and select the Meetings tab. 
  3. Click the New record icon to open a new Committee Term Meetings sub-type record. 
  4. Enter the meeting in the Meeting field. This field links to the Meetings service.

  5. To add comments to the Meetings record, select the Comments tab.
  6. Click OK to save and close the sub-type record.
  7. Save the Committee Terms record.
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