Meeting Assistant 3.9.1 is now available
We are really excited to bring the newest version of Meeting Assistant to you. The 2 most important updates in Meeting Assistant 3.9.1 are: sending meeting agenda beforehand and better tasks assignment in meeting notes.
This update has a couple of new features being developed thanks to our teamwork and cooperation with our crucial customers. As always, please share your ideas and propose any new feature requests in the comments below or our feedback form. An email to our Customer Success Managers would also be a pleasure.
Send meeting agenda to attendees beforehand
On our previous update, we had introduced a new feature to pre-select the agenda for the upcoming event. What comes natural next, when planning for a perfect meeting, is also to inform the customer or partner of discussion items.
With Meeting Assistant 3.9.1 you are able to view and send meeting agenda to all attendees beforehand. The file format is in PDF.
Improved meeting notes design
From version 3.9.1 and up, all assigned tasks (to yourself or your colleagues) during the meeting will be added to the meeting notes. You are also able to select and decide whether or not to share those created tasks with your customers (Internal / External). It is similar to creating new action item in agenda editor.
We also do new changes in colors and alignment for the meeting notes. Meeting Assistant has now a nice, fresh view of meeting notes and agenda.
In addition, we always offer custom development for our customer if you need the meeting notes to be in compliance with your company brand identity. Don’t hesitate to contact our Customer Success Manager -team and let them know your wishes. Or simply chat with us online at www.meetingassistantapp.com .
Find meeting minutes more easily in Salesforce
Sometimes you may have many different types of activities with customer, for example follow-ups, phone calls, emails, SMS, and all you need is just to quickly see the meeting notes. We have done 2 enchants for this to help you out.
View meeting notes from Event in Salesforce
When opening an event, let’s say from Calendar in Salesforce, user now can view the notes easily as they usually see other event details. If you want to print, edit or send the notes to customer you still have also the link for all features before when you open up the meeting via link-button.
List of meetings in related records
Everyone in your organisation has been in contact with the same account and the activity list might be full of different type of tasks? No worries – now you can easily see only the meetings related to the specific account. By clicking on the link, user will quickly see completed meeting notes. As usual, you will have option to either export or send them via email to anyone you want.
Note: “List Meetings” -feature is currently available only for Lead, Opportunity, Account and Contact. If you need the list also to other or custom objects, please contact with your local Customer Success Manager!
What to do?
If you have Meeting Assistant installed in your Salesforce Org, please update to the version 3.9.1 via the following links:
- Installation Package: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tb0000000E7lR
- Post-installation Instruction: http://bit.ly/MA-Instruct
- User Manual: http://bit.ly/MA-User-Manual
The latest Meeting Assistant features are available today with version 3.9.1 for all new and existing users.
If you want to learn how Meeting Assistant can help your organization, please contact our sales team today.
Punos Mobile is committed to making every meeting matter. Our main product, Meeting Assistant for Sales, is a smart sales meeting solution for forward-thinking sales teams. Meeting Assistant for Sales is available today as a free trial through the Salesforce AppExchange.