• Default duration in calls [mobile app]

    Hi, I managed to change the default duration of calls in the web application to 5 minutes (date_start and date_end fields). I need to know if it is possible to do the same for the mobile app. I couldn't find this information in the documentation. Changes…

  • How to filter the invitees on the meeting / calls modules?

    On the Meetings / Calls module. There is the ability to invite guests. The field is of type participants. If the Related To: is set to Accounts and an Account is select, how can we set the intialFilter for the guests. I have tried to add an initialFilter…

  • How to add a requirement for Calls and Meetings Guests list to include at least one Contacts

    Our Sales Director is wanting to ensure that the Sales team members always add the contact(s) they talked with during a recorded Call or Meeting. If a Call or Meeting is created from the Accounts Module the Assigned User is auto-assigned as one of the…

  • How to identify the field for which license is required to access

    I get below error while saving Calls through REST API. " Not allows to edit field call_recording_url in module:calls " The field is not able to modify in CRM, PFA While trying to get metadata for calls, I get below response for the call_recording_url…

  • Call reminder email notification template

    Hello, Is there an upgrade safe way of adding new custom fields to the email template for call reminders? I can access the template in include/language/en_us.notify_template.html and customize it by creating custom/include/language/en_us.notify_template…

  • Can you gather information from a Meeting and place it into an Advanced Report?

    Hi guys, I have a question...is there anyway to create an Advanced Report for information logged into a meeting for instance? I am trying to create a Custom Query to select the data entered into a meeting but I can't seem to gather the information to…

  • Create call via js

    Hi, I have function to create call via js in phone.js but it didn't work. I saw in network tab wait for about 1 or 2 minutes then it return all my 20 calls, not create a new one. Can anyone help me to fix my code? // this.getPID is case id closeClicked…

  • Is there a way to add a Quarterly and Semi-Annual "Repeat Type" to calls and meetings?

    Some of my users like to check in with prospects on a quarterly or semi-annual basis. How could I add these intervals to the "Repeat Type" dialog in the call and meeting activities?

  • Set the default duration for Calls and Meetings?

    With calls and meetings now upgraded to Sidecar, the duration fields no longer appear in the Studio. How can we change the default duration from 30 minutes to 1 hour? I created a custom create.js and followed the whole creation process in debugger, but…