During demos and training sessions, we got asked by administrators a lot about previewing the meeting notice, agenda notice, people invite etc. before sending to the board. Why do they want to preview the email? a few reasons below: In outlook, th...
Ability to re-order attachments to a Between Meeting report
It would be useful to be able to reorder these. If you start to draft a report and then want to add other attachments in it is useful to be able to put them in the order which makes sense to the reader. In this case I missed a file when adding the...
Inactive status for inactive committees (rather than deleting/hiding that information)
When committees end, you currently hide the details from us and we have to manually export all Meeting Packs, Meeting Minutes, Current Actions, Completed Actions, Interest Register, Decision Register. This is very painful, especially the completed...
I pride myself on writing great minutes. However, some individuals within my clients don't read them. Never have, never will. It's just not their personality type. This is, obviously, not ideal for the business, or the Board Members who don't want...
I would like to add another register titled 'Professional Development' to our Board Pro. I'm thinking this would go as a tab like the Interests Register? Then Board members would be able to add any training or conferences they attend
Allow Administrative Staff to update email addresses for people in their Organisation
As an admin, I have had board members ask me to update their email addresses for various reasons however, I am not able to do this. It would be helpful to have this as a function of the Edit process.
3