Results 1 to 2 of 2

Thread: WANTED: Agenda management system for meetings

  1. #1
    vstokesjr is offline Senior Member
    Join Date
    Dec 2009
    Posts
    33

    Question WANTED: Agenda management system for meetings

    We are looking for a professional meeting agenda system for SugarCRM. No, not a calendar, but a true meeting agenda management system.

    We currently use SugarCRM 5.5.0 CE. Currently it lacks a VERY important function. It does not handle meetings properly. Yes, it can create and schedule meetings but it doesn't manage topics, minutes, etc (old and new business).

    The agenda system should allow people to add topics (new business) that need to be discussed in the meeting. Previous tops (old business) linked to the same lead, opportunity, project, etc. not marked resolved/completed/assigned should be available to be bring forward and placed onto the discussion list for the next meeting.

    Furthermore, it would be ideal to be able to assign the meeting host and the meeting scribe (may be the same person). These people will have UPDATE capability to the minutes.

    Finally, there should be a URL link that will permit users to view the agenda during the meeting (assuming an online meeting). It displays the agenda topics. Everyone accept the host and the scribe are view/read-only. The URL is constantly refreshed as the notes and topics are updated. If a topic is checked as a task, then a new task (project task) is created and a person is assigned to it.

    BTW, a meeting may need to be linked to multiple leads, opportunities, projects, etc. In our meetings we discuss a wide range of business involving many projects and opportunities. Therefore, a meeting may be linked to multiple entities.

    Does such a system currently exist or something close to it?
    Last edited by vstokesjr; 2010-12-03 at 03:20 PM.

  2. #2
    vstokesjr is offline Senior Member
    Join Date
    Dec 2009
    Posts
    33

    Default Re: WANTED: Agenda management system for meetings

    We are looking developers to quote this request. Please contact me via PM here. TY.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Student Record Management Wanted
    By econstantin in forum Classifieds
    Replies: 8
    Last Post: 2009-06-30, 09:34 AM
  2. Project Management/Workflow module wanted
    By greenme in forum Classifieds
    Replies: 4
    Last Post: 2007-11-30, 09:05 AM
  3. requirement management system...
    By chakram in forum Help
    Replies: 1
    Last Post: 2006-11-03, 07:59 AM
  4. Document management system
    By sbernd in forum Feature Requests
    Replies: 1
    Last Post: 2005-04-15, 06:08 AM
  5. Document management system
    By sbernd in forum Feature Requests
    Replies: 4
    Last Post: 2005-03-24, 01:15 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •