• 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…

  • 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…