Meeting Record

Screen Record Tool

Due to the company's Google Meet being unable to record video from Google Meetings, another tool must be used.

The recommended tool is:

OBS Studio : Download

Initial Settings: Read here

Meeting Record in ERPNext for Project users

To access Meeting record , go to,

Home > Projects > Meeting record (This option displays all meeting records)

Or

Home > Projects >Project>PROJ-XXX> View Meeting records  (This option displays meeting records filtered by Project)

Or

Home > Projects >Project>Task>TASK-202X-XXXXX> View Meeting records (This option displays meeting records filtered by Task)

How to Create a Meeting Record

1. Create a New Meeting Record : Click on the button to create a new Meeting Record.
2. Select Project
3. Enter meeting date, type (Internal, External), participants, video record URL (such as Google Drive URL, YouTube URL)
4. Enter notes (optional)
5. Enter meeting minutes (optional)
6. Click Save.

Meeting Record for CRM users

You can enter the video URL in the Notes section of the CRM Lead form.

To access Lead , go to,

CRM> Lead> CRM-LEAD-202X-XXXX

Just paste the video link in the note area and then highlight the text that you want to turn into a link.

Click this icon , then paste the video link and save.