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Step 1
Meeting Miser MenuAfter logging in and starting the Meeting Miser tool, click on the Menu button at the bottom of the screen to bring up the options.
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Step 2
If you have saved your meeting, but have not left the screen with the meeting data, you may email the meeting data from Meeting Miser for the meeting to the logged-in user by selecting the option Email Data. This will open your email tool and place body text into the email that includes date, length of meeting, cost of meeting, and who was there by job category. If sending summary data for a large meeting attendance to email, verify all necessary data was in email including who you wish to copy it to before having the email tool send. . If data is missing, you may need to go back to the meeting and select the View Meeting History option instead.
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Step 3
If you select the View Meeting History option, all saved meeting data will be displayed. From history, the user can choose to cut/paste the summary data from the screen into their records or export the detail data to an Excel file on their computer.
OPTION A: Once the meeting list is displayed you may View participants, Start a meeting like this one which has the same participants, or Delete the meeting. You can also select the desired meeting data to Copy/Paste by Right-clicking the selection to choose Copy from Windows menu. Then open the document where you wish to copy it to and then Right-click to select Paste from Windows menu.
OPTION B: Or you may choose to Export All Meetings To Excel from the bottom of screen. Selecting this will bring up a File Download window indicating where data will be sent. Choose Open to save the data in suggested file (MeetingHistory.csv) and open the file, choose Save to save the data in a file name and location of your choosing without opening it, or choose Cancel if you do not wish to save. -
Step 4
Be sure to Return to Menu to continue using Meeting Miser or Logout when done with the Meeting Miser session.









Comments
kkemp said
on 1/26/2009 Great article!