Meeting Notes

The Meeting Notes feature gives you a place to record meeting information and include in your FirmPlus reports such as:

• Notes / information from previous meetings.
• Bullet points you'd wish to bring up in an upcoming meeting.
• Any discussions / decisions regarding funds in the investment lineup.  

Access Meeting Notes

1. Access a plan from your Plan List.
2. Click the menu icon in the upper left-hand corner. The Plan Management menu will slide in from the left. 
3. In the Management menu, click the Activities option, the menu will expand.
4. Click Meeting Notes.

Create a Meeting Note

1. Click Add Note.
2. Enter your note in the text box.
3. Click Save to create your Meeting Note.

If you're trying to add Meeting Notes with multiple pages, another option is to create a Custom Section and title the section "Meeting Notes".

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