Integrated meeting – List view

Combo Meeting – List View
 

Full, Clear, and Visually Focused Description 
 

The Combo Meeting – List View is the main operational screen for managing combo meetings in the system. Here, users view, create, update, and maintain all combo meeting records that link two clients or contacts together with contextual details such as company, date, address, notes, and status.
 

This view was intentionally designed to be simple, table-based, and action-focused, allowing users to work efficiently with real data while maintaining separation of configuration.
 

1. Purpose and Concept (What is this screen?)
 

At its core, this screen answers one question:
 

“Which combo meetings exist, and what is their current status?”

Each row in the table represents one combo meeting — a structured connection between:
 

• Primary Client (implied, based on context or profile)

• Secondary Client/Contact

• Supporting information (phone, company, date, address, notes)

• Status reflecting the current stage of the meeting
   

This screen is not for configuration.

It is the working layer, while configuration resides in the (Settings Modal).
 

2. Visual Layout Overview
 

The screen follows a clean and familiar management layout:
 

┌──────────────────────────────────────────────┐
│ ⚙ Combo Meetings        ➕        ℹ        ✖ │
├──────────────────────────────────────────────┤
│                                              │
│  ┌────────────────────────────────────────┐  │
│  │ Secondary Client Name | Phone | Company | … │  │
│  │────────────────────────────────────────│  │
│  │ Row 1                                    │  │
│  │ Row 2                                    │  │
│  │ …                                        │  │
│  └────────────────────────────────────────┘  │
│                                              │
└──────────────────────────────────────────────┘

Everything is visible, predictable, and easy to scan.
 

3. Header Area – Control and Context
 

The header sets the context and provides the main actions.
 

? Title: “Combo Meetings”
 

• Clearly identifies the module

• Confirms the user is in Combo Meeting Management
   

⚙ Settings (Gear Icon)
 

• Opens the Combo Meeting Configuration 

• Used to define:

  • Folder 1 ↔ Folder 2 pairing logic

  • Available Combo Meeting Statuses

• Any configuration made there directly affects what appears here
   

Think of the gear as “Rules and Structure”, not daily work.

➕ Add New Record (Plus Button)
 

• Primary action button

• Opens the Add Combo Meeting form

• Used to create a new row in the table
   

Typical fields entered:
 

• Secondary Client Name

• Phone

• Company

• Date

• Address

• Note

• Status
   

After saving, the new record immediately appears in the table.
 

ℹ Information Icon
 

• Opens contextual help or documentation

• Explains:

  • What a combo meeting is

  • How statuses work

  • How this screen relates to settings
     

✖ Close Icon
 

• Closes the combo meetings view or overlay

• Returns the user to the previous module or dashboard
   

4. Combo Meetings Table – Central Workspace
 

The table is the heart of this screen.
This is where users spend most of their time.
 

Table Columns (Left → Right)
 

1️⃣ Secondary Client Name
 

• Name of the linked/secondary client

• Primary identifier of the combo relationship
   

2️⃣ Phone
 

• Contact phone number

• Allows quick identification and follow-up
   

3️⃣ Company
 

• Company or organization associated with the secondary client

• Helps distinguish between similar names
   

4️⃣ Date
 

• Date of the scheduled meeting or interaction

• Can be used for tracking, sorting, or reporting
   

5️⃣ Address
 

• Physical location of the meeting

• Important for field or face-to-face meetings
   

6️⃣ Note
 

• Free-text field

• Used for comments, background, or reminders
   

7️⃣ Status
 

• Current state of the combo meeting
  (e.g., Pending, Confirmed, Completed, Canceled)

• Status values and colors come from File 2 – Step 2/2
   

8️⃣ Action
 

• Row-level controls:
   

  • ✏ Edit – Update the record

  • ? Delete – Remove the record
     

5. Row-Level Actions (How Users Work)
 

✏ Edit
 

• Opens the edit form for this row

• User can modify any field

• Saving immediately updates the row
   

? Delete
 

• Removes the combo meeting record

• Typically requires confirmation

• After deletion, the row is removed from the table
   

6. States: Empty vs. Populated
 

? Empty Table
 

• No combo meetings have been created yet

• The screen appears clean and empty

• User is prompted to click ➕ Add
   

? Populated Table
 

• Listing multiple combo meetings

• Easy to scan rows

• Status column visually communicates progress
   

7. Relationship to Combo Meeting Settings (Configuration Modal)
 

This screen depends on configuration defined elsewhere:
 

• ⚙ Gear → (Combo Meeting Settings)
   

  • Step 1/2: Folder 1 ↔ Folder 2 pairing logic

  • Step 2/2: Combo Meeting Status (Name + Color)
    
     

8. Where it Fits in the System
 

• Appears when the Combo Meetings Module is enabled

• Can also appear:

  • Within Client Profile → Combo Meetings Tab

• Uses shared language labels ($lang[...])

• Integrates with client/contact data
   

9. Functional Summary (In Simple Terms)
 

• This screen is the daily workspace for combo meetings

• It allows users to:

  • See all combo meetings at a glance

  • Add new ones

  • Update or delete existing meetings

• Configuration is intentionally separated to keep this view clean and fast

• Statuses and folder logic are central and reusable
   

One-Line Executive Summary
 

The Combo Meetings List View is a clean, action-focused management screen, enabling users to efficiently create, view, and maintain structured combo meeting relationships — relying on a separate configuration layer to control logic and status behavior.