Combo-Meeting – Listing View

Combo-Meeting – Listing View
 

Complete, Clear & Visually Oriented Description 
 

The Combo-Meeting – Listing View is the primary operational screen for managing combo meetings in the system. It is where users see, create, update, and maintain all combo-meeting records that link two customers or contacts together with contextual details such as company, date, address, notes, and status.
 

This view is intentionally designed to be simple, table-driven, and action-focused, allowing users to work efficiently with real data while keeping configuration separate.
 

1. Purpose & Concept (What This Screen Is)
 

At its core, this screen answers one question:
 

“What combo meetings exist, and what is their current state?”

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

• A primary customer (implicit, based on context or profile)

• A second customer/contact

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

• A status that reflects the current stage of the meeting
   

This screen is not for configuration.

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

2. Visual Layout Overview
 

The screen follows a clean, familiar management layout:
 

┌──────────────────────────────────────────────┐
│ ⚙ Combo-Meating        ➕        ℹ        ✖ │
├──────────────────────────────────────────────┤
│                                              │
│  ┌────────────────────────────────────────┐  │
│  │ Second Cust Name | Phone | Company | … │  │
│  │────────────────────────────────────────│  │
│  │ Row 1                                    │  │
│  │ Row 2                                    │  │
│  │ …                                        │  │
│  └────────────────────────────────────────┘  │
│                                              │
└──────────────────────────────────────────────┘

Everything is visible, predictable, and easy to scan.
 

3. Header Area – Control & Context
 

The header establishes context and provides the main actions.
 

? Title: “Combo-Meating”
 

• Clearly identifies the module

• Confirms the user is in combo meeting management
   

⚙ Settings (Gear Icon)
 

• Opens Combo-Meating Configuration 

• Used to define:

  • Folder 1 ↔ Folder 2 pair logic

  • Available Combo Meeting Statuses

• Any configuration done there directly affects what appears here
   

Think of the gear as “rules & structure”, not daily work.

➕ Add New Entry (Plus Button)
 

• Primary action button

• Opens the Add Combo-Meeting form

• Used to create a new row in the table
   

Typical fields entered:
 

• Second Customer Name

• Phone

• Company

• Date

• Address

• Note

• Status
   

Once saved, the new entry 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-Meating view or overlay

• Returns the user to the previous module or dashboard
   

4. Combo-Meating Table – Core Working Area
 

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

Table Columns (Left → Right)
 

1️⃣ Second Cust Name
 

• Name of the linked/secondary customer

• Primary identifier of the combo relationship
   

2️⃣ Phone
 

• Contact phone number

• Enables quick recognition and follow-up
   

3️⃣ Company
 

• Company or organization associated with the second customer

• Helps distinguish similar names
   

4️⃣ Date
 

• Date of the meeting or planned interaction

• Can be used for tracking, sorting, or reporting
   

5️⃣ Address
 

• Physical meeting location

• Important for on-site or in-person meetings
   

6️⃣ Note
 

• Free-text field

• Used for remarks, background, or reminders
   

7️⃣ Status
 

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

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

8️⃣ Action
 

• Row-level controls:
   

  • ✏ Edit – update the entry

  • ? Delete – remove the entry
     

5. Row-Level Actions (How Users Work)
 

✏ Edit
 

• Opens the edit form for that row

• User can modify any field

• Saving updates the row instantly
   

? Delete
 

• Removes the combo meeting entry

• Usually requires confirmation

• Once deleted, the row is removed from the table
   

6. Empty vs Populated States
 

? Empty Table
 

• No combo meetings created yet

• Screen appears clean and empty

• User is guided to click ➕ Add
   

? Populated Table
 

• Multiple combo meetings listed

• Rows are easy to scan

• Status column visually communicates progress
   

7. Relationship to Combo-Meeting Settings (Configuration Modal)
 

This screen depends on configuration defined elsewhere:
 

• ⚙ Gear → (Combo-Meating Settings)
   

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

  • Step 2/2: Combo Meeting Status (name + color)
    
     

8. Where This Fits in the System
 

• Appears when Combo-Meating module is enabled

• Can also appear:

  • Inside a Customer Profile → Combo-Meating tab

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

• Integrates with customer/contact data
   

9. Functional Summary (In Plain Words)
 

• This screen is the daily workspace for combo meetings

• It lets users:

  • See all combo meetings at a glance

  • Add new ones

  • Update or delete existing ones

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

• Statuses and folder logic are centralized and reused
   

One-Line Executive Summary
 

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