How to setup a meeting on a specific date?

OK, we just got suiteCRM installed and working on our system.

I received my account authorization email and logged in.

  1. I tried to setup a meeting but I don’t see a way to set a specific date for the meeting. Choices are something like yesterday, today, tomorrow, Next 7 Days, etc. How can I set a meeting for a specific date and time… and set a reminder?

2 ) Also, the meeting does not show up on my dashboard. I can click the pencil by “Meetings” and up comes the data entry panel for the meeting…so the system saved it… but not visible unless I set the “Start Date” to “Today”
How can I change the “visibility” of “meetings” or other topics to be "show me the next 4 days or 10 days or month or whateverr?

Thanks for any help.

Did you follow this guide?

Best regards

What version have you installed? Are you sure that your installations was done correctly? Did you set permissions correctly?

In my instance I can set a precise date and time for the meeting, while for the reminder I only have a list of options as you described.

I glanced at the UserGuide “Meetings” section of the help file as referenced by mikebeck and just before the “Meetings” section I spotted the “Calendar” section…

From the Dashboard I clicked on…

  • Activities
  • Calendar
  • Schedule Meeting

Alternately I discovered from the Dashboard click on…

  • Activities
  • Meetings
  • Schedule Meeting

Either seem to allow me to schedule a meeting on a specific date.

I’m not sure how I was trying to create the meeting before but I think I was doing it directly from the Dashboard… regardless… problem solved I think.

Thanks mikebeck & amariussi for responding to my post… and fyo we are using
Version 7.7.8
Sugar Version 6.5.24 (Build 509

Can you post a screen shot of your system? or at least confirm if it looks like the demo page

best regards