Custom meeting status: side effect for Outlook/Gmail sync?

Hello Sugar lovers,

We're trying to improve meeting management for one of our customers. One of their issues is that salespeople have troubles planning their periodic meetings with their clients.

For that we proposed a simple config: add a "toi be scheduled" status in the status list.

Has any of you tried that? Could there be side effects with Outlook/Gmail sync with either Connect or the legacy Plugin? AFAIK this field is not sent so we shouldn't have mismatch issues?

Cheers,

Damien

0 Adam Frank over 4 years ago

I did this in the pre-Connect days - adding a new status is fine - removing the 'held' key from the dropdown had flow on impacts in the legacy Plugin - and I'd assume both Connect and Mobile as well.
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0 Damien Pochon over 4 years ago

Thanks Adam Frank

Good point for the "held" status, I'll make sure we don't touch that one.

Now I just need to find how to set the CJP-born meeetings to be "to be scheduled" :)

Damien Pochon

CRM & Digital consultant @ ITS4U Group
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0 Adam Frank over 4 years ago in reply to Damien Pochon

Hmm I'd have thought that could be configured in the CJP template?
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0 Damien Pochon over 4 years ago in reply to Adam Frank

Me too :)

I'm currently speaking with support about that.

Damien Pochon

CRM & Digital consultant @ ITS4U Group
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