Meeting group
You can manage the users who participate in the meeting and the business cards exchanged at the meeting.
You can also create a "business card exchange table" from a meeting group that allows you to exchange business cards online.
Use a meeting group
It is linked to the following settings.
Settings > System settings > Digital business card > "Use digital business card"
When "Use digital business card" is set to "Yes", the meeting group function is used "Yes", and when "No" is set, the meeting group function is used "No".
Use the meeting group function When "Yes" is selected, the "Meeting Settings" menu is added to the contact list-> left pane.
List meeting groups
Contact list > Meeting settings
Procedure
- Click Contact List> Left Pane> Meeting Settings.
- The list of meeting groups to which you belong is displayed in order of update date and time.
- By specifying a keyword in the search box at the top of the meeting group list, you can display only the meeting groups that include that keyword in the name.
Create a meeting group
Contact list > Meeting Settings > Add
Procedure
- Click Contact List> Left Pane> Meeting Settings.
- Click the [Add] (
button) at the bottom of the meeting group list menu that appears by sliding to display the meeting group addition dialog.
- Enter the [Name].
- Enter [Description] if necessary.
- Select a user who belongs to the new group from [Users]> [Users].
- Click [Add].
Caution Restrictions
- You cannot use the name of an existing meeting group. Also, it does not distinguish between upper and lower letters.
- [Name] and [Users] are required items.
If the meeting group name is blank or no user is selected, the Add button will not be activated.
Delete a meeting group
Contact list > Meeting Settings > Delete
Procedure
- Click Contact List> Left Pane> Meeting Settings.
- Click the meeting group you want to delete.
- Click the [Delete] (
button) at the bottom of the meeting group list menu.
- Click [OK].
Caution Restrictions
- Meeting groups whose business card exchange table is "reserved" cannot be deleted.
Edit basic information
Contact list > Meeting Settings > Meeting group name > Meeting group details screen > Basic information
Edit [Name] and [Description].
Procedure
- Click Contact List> Left Pane> Meeting Settings.
- Click the meeting group you want to operate from the meeting group list menu that appears by sliding.
The meeting group details screen is displayed in the right pane.
- Click the Edit button at the top right of the Basic Information section.
- Edit each item.
- Click the [Save] button.
Caution Restrictions
- You cannot use the name of an existing conference group. Also, it does not distinguish between upper and lower letters.
- [Name] is a required item.
If the meeting group name is blank, the Save button will not be activated.
Change the user
Contact list > Meeting settings > Meeting group name > Meeting group details screen > User
Set the users who belong to the meeting group.
Procedure
- Click Contact List> Left Pane> Meeting Settings.
- Click the conference group you want to operate from the meeting group list menu that appears by sliding.
The meeting group details screen is displayed in the right pane.
- Click Settings (
button) in the Users section.
- Select the user.
- Click the [Settings] button.
Caution Restrictions
- [Users] is a required item.
If the user is not selected, the Settings button will not be active.
Manage notes
Contact list > Meeting Settings > Meeting group name > Meeting group details screen > Notes
Operate the business card exchange table
Contact list > Meeting settings > Meeting group name > Meeting group details screen > Business card exchange table
To use the business card exchange table, specify the reservation period from the meeting group and [Reserve] the business card exchange table.
When you make a reservation, a business card exchange table linked to the meeting group will be created, and a URL and guest ID / meeting password for access will be issued.
You can also update your reservation information and cancel your reservation here.
Reserve
Procedure
- Click Contact List> Left Pane> Meeting Settings.
- Click the meeting group you want to operate from the meeting group list menu that appears by sliding.
The meeting group details screen is displayed in the right pane.
- Click the Reservation button in the Business Card Exchange Table section.
- Enter the reservation period.
- Click the [Reserve] button.
Update reservation information
Procedure
- Click Contact List> Left Pane> Meeting Settings.
- Click the meeting group you want to operate from the meeting group list menu that appears by sliding.
The meeting group details screen is displayed in the right pane.
- If the selected meeting group has reserved a business card exchange table, the business card exchange table section displays the reservation information.
- Click the Edit button at the top right of the Business Card Exchange Table section.
- Edit each item.
- Click the [Save] button.
Cancel reservation
Procedure
Delete the reserved business card exchange table.
- Click Contact List> Left Pane> Meeting Settings.
- Click the meeting group you want to operate from the meeting group list menu that appears by sliding.
The meeting group details screen is displayed in the right pane.
- If the selected meeting group has reserved a business card exchange table, the business card exchange table section displays the reservation information.
- Click the Cancel button.
- Click the [OK] button.
Caution Restrictions
- You can access the business card exchange table 30 minutes before the start date and time of the reservation period.
- An error will occur if the entered reservation period is as follows.
- The start date and time is before the current date and time.
- The end date and time is before the start date and time.
- The end date and time is more than 8 hours away from the start date and time.
- If you specify a start date and time earlier than the current date and time when updating the reservation information, it will be replaced with the current date and time.
- If the start date and time has passed, the reservation cannot be canceled.
- If the meeting group details screen is displayed after the end date and time, the reservation is automatically canceled and the business card exchange table is deleted.
Contact list > Meeting Settings > Meeting group name > Meeting group details screen > Contacts
The business card of the guest exchanged at the business card exchange table is registered in the contact information of the meeting group.
You can also manually add or remove contacts from the meeting group.
Procedure
- Click Contact List> Left Pane> Meeting Settings.
- Click the meeting group you want to operate from the meeting group list menu that appears by sliding.
The meeting group details screen is displayed in the right pane.
- Click the Contact button at the top of the meeting group details screen.
- A list of contacts for the meeting group is displayed.
Procedure
- Click Contact List> Left Pane> Meeting Settings.
- Click the meeting group you want to operate from the meeting group list menu that appears by sliding.
The meeting group details screen is displayed in the right pane.
- Click the [Contacts] button at the top of the meeting group details screen to display the contact list.
- Select the contacts you want to remove.
- Click Other Menu> Remove from Meeting Group.
- Click [OK].
Procedure
You can manually add confirmed contacts to the meeting group.
- Contact list> [Left pane]> Display one of the confirmed contact lists.
- Select the contacts you want to add.
- Click Other Menu> Add to meeting group.
- Select the meeting group you want to add.
- Click the [Add] button.
- All users who belong to the meeting group at the time of contact registration will be the owners of the contacts registered from the business card exchange table, but if you manually add them from the contact list, the owner will not be updated.
- The contact list of the meeting group is displayed for "confirmed" and "public" contacts. It is not displayed in the case of "unconfirmed" or "private".
- Contacts without images cannot be added to a meeting group.