Combo-Meeting Settings

Streamlining Cross-Customer Relations: The Combo Meetings Module
 

Combo Meetings is a collaborative module designed to link two customers from different folder groups—such as pairing a lead with a specialist—to manage joint appointments or specific business connections. The system uses a two-step configuration to define valid folder pairs and color-coded statuses, allowing users to track these interactions through a centralized Customer Connections dashboard or directly within a Single Customer Profile. By integrating dates, locations, and team assignments, it provides a comprehensive historical record of how different clients in your ecosystem are interconnected.


 

How To Load This Modal?   Open User Settings: Click on your User Profile (e.g., "Alpha Dude") in the top right corner and select the Settings gear icon.   Navigate to Special Modules: From the sidebar menu on the left, select the Special Modules category.   Launch Combo-Meeting: Click on Combo-Meeting within the module list to open the configuration modal.   Configuration Wizard: The system will open the 1/2 Combo-Meeting setup page, where you can begin defining folder pairs for customer connections.

Activating Room and Label via Biz1 Settings
 

To enable and name your rooms for scheduling, follow these administrative steps:

Access Settings: Navigate to your user profile and select Biz1 Settings from the top menu. Open Module List: Click on the "module" option from the settings dropdown menu. Toggle Activation: Locate COMBO-MEETING in the list and switch the toggle to "On" (indicated by a green checkmark).

• Module Status: When turned On, the module becomes active across the system, allowing for the configuration of folder pairs and the use of the "Add Combo meeting" features.

• Module Status (Off): If the toggle is turned Off, the Combo-Meeting icons and dashboards will be hidden from the sidebar and administrative menus.

Step 1: Defining Folder Pairs
 

This initial stage establishes the logic for customer connections by determining which folders are authorized to "talk" to each other to create a meeting.

Step 2: Combo Meeting Status Configuration
 

The second phase of the setup focuses on defining the lifecycle of your customer connections through customizable, color-coded statuses.

Progress Tracking: The top-left indicator shows 2/2, signifying the final step of the configuration wizard.   Creating New Statuses:   Enter a status name (e.g., "check status") in the text input field.   Select a representative color using the color picker to make the status easily identifiable on the dashboard.   Click Submit to add the new status to your system.

• Managing the Status List:
   

  • Visibility: All active statuses are displayed in a table showing their unique ID, name, and assigned color.

  • Edit (Pencil Icon): Click this to rename a status or change its associated color.

  • Delete (Trash Icon): Click this to permanently remove a status from the Combo Meeting module.
     

• Navigation: Use the "Prev: Combo-Meeting" link to return to the Folder Pairs configuration if adjustments are needed.
  
  
  
   

  Accessing the Combo-Meeting Module via Admin Navigation   To access the main Combo-Meeting (Customer Connections) dashboard from the administrative interface, follow these steps:   - Locate the Main Menu: On the top navigation bar of your admin dashboard, find and click the "Advance" menu tab. - Open the Dropdown: Clicking the "Advance" tab will reveal a vertical list of specialized modules, reports, and internal tools. - Select the Module: Scroll down through the dropdown options and click on "Combo-Meeting", which is located toward the middle of the list. - View the Dashboard: This action redirects you to the main Customer Connections dashboard where you can manage linked customer pairings, track meeting dates, and update statuses.

  
  
  
  
   

  Navigating the Customer Connections Dashboard
   

  The Customer Connections page (found via Advance > Combo-Meeting) provides a centralized view of all linked customer meetings and interactions.

  1. Top-Level Filters and Tools   The dashboard includes several tools to help you manage large datasets of customer connections:   -Search Bar: Use the search input at the top left to find specific connections by customer name. -Select Folder: Filter the entire list by specific customer folders (e.g., "New Leads", "Customers") to view targeted groups. -Refresh: Click the Refresh button to update the list with the latest entries. -Field Settings: Click Field to customize which columns are visible in your table view.

  2. Customer Connection Table Overview
   

  The main table displays detailed information for every "Combo Meeting" created between two customers:
   

  - Secondary Name: The name of the connected customer (e.g., "Olivia", "Bhargav").

  - Meeting Details: View the ComboMeeting Date, ComboMeeting Address, and any specific ComboMeeting Notes associated with the entry.

  - Team Member: Displays the avatars or initials of assigned staff involved in the meeting.

  - ComboMeeting Status: Shows the current progress (e.g., "check combo meeting update 2", "test3") using the colors defined in your settings.

  - Tags & Internal Notes: View system tags and general internal notes for quick context.
   

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  3. Available Actions
   

  On the right side of every row, you can perform immediate management tasks:
   

  - Edit (Orange Pencil): Modify the meeting details, date, or address.

  - Delete (Red Trash): Permanently remove the connection record.

  - Add (Grey Plus): Quickly add a new related entry or expansion to that specific connection.

  
  
  
  
   

  Accessing Combo-Meetings via Sidebar Navigation   - Locate the Sidebar Menu: Look at the dark vertical navigation bar on the left side of your admin screen.   -Identify the Module Icon: Scroll toward the bottom of the sidebar to find the "Handshake" or "Connections" icon (located just above the star icon).   - Open the Module: Click this icon to immediately launch the Customer connections dashboard.   -Dashboard View: Upon clicking, the system will load the main table where you can view all linked customer meetings, their scheduled dates, assigned team members, and current statuses.

  
  
  
  
  
   

  Individual Customer Combo-Meeting View
   

  Within a single customer’s profile, you can access a dedicated Combo-Meeting interface to manage connections specific to that client.

  1. Dashboard Overview   This view displays a structured table for tracking all meetings linked to the current customer:   - Customer Connections: The table lists the Second Cust Name, allowing you to see which other individual is part of the connection.   - Meeting Specifics: Core columns display the meeting Date, Address, and detailed Note.   - Contact Data: Includes the connected customer's Phone number and Company for quick reference.   - Progress Tracking: The Status column shows the current stage of the interaction.

  2. Management Tools
   

  - Add New Connection (+): Click the plus icon in the top left corner to create a new meeting connection directly from this profile.

  - Settings Shortcut: A Settings gear icon labeled "Combo-Meeting" provides a direct link to the configuration wizard for folder pairs and statuses.

  - Action Column: Allows for individual row management, such as editing or deleting specific meeting records.
  
  
  
  
  
   

  Creating a Combo Meeting via Sidebar Navigation
   

  Accessing the Combo-Meeting (Customer connections) module from the sidebar allows you to manage and create cross-customer appointments through a dedicated interface.

  1. Navigating to the Module   - Sidebar Icon: Click the handshake icon on the far-left vertical sidebar to open the main Customer connections dashboard.   - Accessing the Form: From the dashboard table, click the "+" icon on the far right of any customer row to initiate a new meeting connection.   2. Add Combo Meeting Form Details   - When the "Add Combo meeting" modal opens, you must provide the following information to link two customers:   - Schedule: Set the Appointment date, start Time (e.g., 09:00), and the Duration (e.g., 15 Minutes). - Customer Selection: Use the Customers dropdown to choose the secondary customer for this meeting.

  Assignments & Progress:
   

• Member: Select the internal team member(s) responsible for the meeting.

• Status: Assign a color-coded status (e.g., Scheduled, Done) to track progress.

• Finalize: Click Submit to create the record or Reset to clear the inputs.

  Logistics: Enter the physical Address and any relevant Notes for the appointment.
  
  
  
  
  
   

  Individual Customer Combo-Meeting Management
   

  Within a single customer’s profile, the Combo-Meeting interface allows you to manage specific appointments and connections linked directly to that client.

  1. Introduction to the Profile View   This specialized view tracks cross-customer interactions in a dedicated table:   - Connection Data: Displays the Second Cust Name, Phone, and Company of the connected individual.   - Meeting Logistics: Lists the scheduled Date, physical Address, and descriptive Note for each entry.   - Real-time Tracking: Shows the current Status of the meeting to monitor progress.

  2. Steps to Manage Meetings
   

• Accessing the View: Open a customer profile (e.g., Olivia) and select the Related Customers or Combo-Meeting section from the sidebar.
   

• Adding a New Meeting: Click the "+" icon at the top right of the table to launch the "Add Combo meeting" form.
   

• Defining the Connection:
   

  • Time & Date: Set the Appointment date, start Time, and Duration.

  • Participants: Choose the secondary customer from the Customers dropdown and assign an internal Member.
     

• Finalizing Details: Enter the Status, Address, and Note, then click SUBMIT.
   

• Editing/Deleting: Use the pencil (edit) or trash (delete) icons in the Action column for immediate updates to specific rows.
   

  3. Customizing Table Columns (Field Settings)
   

  Tailor your dashboard visibility using the "Field" button next to the add icon:
   

• Field Toggle: Click the button to open a dropdown list of available columns.

• Field On: Check the boxes to show data like Company, Note, or Tags for a full overview.

• Field Off: Uncheck boxes to hide columns, simplifying the view on smaller screens.
  
  
   

• Adding a Combo Meeting from a Customer Profile   Within a single customer’s profile, you can create a direct connection between that client and another customer using the Combo-Meeting feature.   1. Accessing the Form   - Navigation: Open a customer profile (e.g., "Olivia") and select Related Customers from the left-hand menu.   - Initiate: Click the black "+" icon located at the top right of the meeting table to open the "Add Combo meeting" modal.

  2. Meeting Details
   

  Fill in the following fields to link the two customers:
   

• Schedule: Select an Appointment date from the calendar, set a start Time (e.g., 09:00), and choose a Duration (e.g., 15 Minutes).

• Secondary Customer: Choose the second individual from the Customers dropdown list.

• Team & Status: Assign an internal Member to the meeting and select a current Status (e.g., Scheduled, Done).

• Logistics: Enter the physical Address and any relevant Notes for the interaction.
   

  3. Finalizing
   

• Click SUBMIT to save the meeting to both customers' records or RESET to clear the form.