50 | | I got stuck with events. I wanted to add a meeting event. However, CiviEvent seems like over kill and, when I tried to add an activity of type meeting, I was only able to specify a single user. The ability to add meetings for multiple users [http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.0+(original+list) seems to have made it to a list of candidate features for 2.0], however, it doesn't seem to have made the cut. There's another [http://wiki.civicrm.org/confluence/display/CRM/Activity+Data discussion about re-doing activities] but it doesn't seem to include the feature of multiple-users for a single activity. It still may be possible, but will require more searching around. So, at this point, I'm not sure the best way to indicate that a collection of members attended a meeting and that one member was the facilitator. |
| 50 | I got stuck with events. I wanted to add a meeting event. However, CiviEvent seems like over kill and, when I tried to add an activity of type meeting, I was only able to specify a single user. I finally discovered that, from the search screen, I can get a list of all the people at the meeting and then select Add Record activity to contacts. This will cause every person selected to get an activity contact for every other person. In other words, rather then enter a single record for person A saying they attended meeting X, and single record for Person B saying the attended meeting X and a record for Meeting X listing both Person A and Person B, it adds a single activity record for Person A for every one who was at the meeting. |