On our January 11 webinar, we shared how the dialogs were a big change to version 4.0. We were having trouble with that approach in IE8, although it was working fine in Firefox and Chrome. So we have modified how the Dialogs are edited. Here is the link to the updated document http://dl.dropbox.com/u/5425685/Version%204.1.doc See description of the change below:
All Dialogs: To create a dialog, click the green + sign icon under Dialogs. Add the name of the Dialog. Click on the dialog date link, and the dialog will open in a full web page. You will see a blank agenda box. Click the edit pencil. You will then see last month’s agenda on the right and a blank agenda to edit on the left. If you want to copy the agenda from last month (then edit it), click the green arrow in the center between the two agendas and the agenda on the right will automatically copy into the agenda on the left. You can then make any adjustments to the current agenda on the left. Click Update to save the changes.
The same procedure will work for Basic Role comments on the Individual Dialog. In the Basic Role Module, you will note that the Basic Roles are automatically copied from the Basic Role on the main page along with Basic Role indicators. There is the word “comment” under each Basic Role. Click the edit pencil to edit the Basic Role. This is where you can type in your comment. When you click the pencil to edit the Basic Role, you can use the Basic Role comments from the previous month (that you see on the right). Place your cursor where you want the copy from last month to appear in the current month dialog. Cliick the green arrow and the Basic Role comments from last month will automatically copy to the cursor in the left box. Edit as desired. Click Update to save your changes.