Meeting summary
How to use this window
Use this window to display planned meetings with a relationship manager. The list shows meetings which have been planned personally, via telephone and via Direct banking, with meeting dates up to 365 calendar days in advance.
For account holders and statutory representatives, meetings related to the operated subject are displayed.
For assignees, only meetings related to the logged-in assignee are displayed - the meetings do not relate to the operated subject.
You may change or cancel meetings in the summary.
Description of the window and its elements
| Element | Description |
| Date | Meeting date and time. |
| Location | Type of meeting and possible address of the branch where the meeting will take place. |
| Relationship manager | Name and surname of the relationship manager with whom the meeting will be held. |
| Enter your e-mail address to receive meeting notification | E-mail address for sending notifications of meeting. |
| Meeting was scheduled | Information on the mode of planning the meeting. |
| Display sent form | Press this link to display the sent form associated with the meeting. The link is displayed only if a form exists. |
| Connect button | After selecting the link, the client will be redirected outside MojeBanka to the video meeting platform. |
| Edit button | Press this button to open the Change meeting screen where changes can be done. |
| Cancel button | Use this button to cancel a meeting. |
| Print button | Press this button to open the screen for printing the list of meetings. |
MojeBanka Business