Linking meetings to accounts and/or opportunities

If I create a meeting via the subpanel of an opportunity, that meeting is not shown in the subpanel Meetings of the account which is linked to that same opportunity , why is that ?

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0 Hugo Geyskens over 3 years ago

Hi all,

Thanks for your input.

So... there is no out-of-the-box/easy way to see all meetings related to a specific account (be it an account meeting or via one of its opps or contacts) ?

That's strange, since such direct interactions with your customer should be one of the cornerstones of the 360degree view on your accounts...

Anybody knows of there was already a concept discussion inside Sugar around this topic ?

Bye now

Hugo
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0 John Kitsmiller over 3 years ago in reply to Hugo Geyskens

Hugo Geyskens unfortunately I don't think they really understand Customer 360 or Sales Intelligence. I am often surprised by the lack of real-world understanding. I agree, the relationship you are talking about is very important.

I once worked with Christian Wettre and he was very, very helpful and even talked me into some additional products that have helped. Coming from W-Systems I think gives him a different perspective possibly, but I don't know what is going on internally at Sugar.

We see that they developed Predict. Yes, it sounds cool, and markets well, but I bet only their largest clients will actually find value. For us anyway, we need Sales Intelligence and Customer 360, not AI.

Another W-Systems person, Vincent Barrientez, that came to Sugar is incredibly customer focused, but after his paid engagement, it is not his job to listen to us.

Whenever I talk to our Partner, Dallin Verdonk, or anyone at Sugar, I always mention how amazed I am at the bugs, or lack of obvious functionality I have reported in 2.5 years of use.

We have invested heavily (for us anyway) in Sugar and there is no way we can change, so I guess I will sit back and hope for the best.
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0 Vincent Amari over 3 years ago in reply to John Kitsmiller

It's unfortunate having to go over these similar points that were made worse ever since v7
https://sugarclub.sugarcrm.com/explore/enterprise-professional/f/enterprise-professional-questions/3386/roll-up-call-history-to-accounts-detail-view

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CRM Business Consultant
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0 Vincent Amari over 3 years ago in reply to John Kitsmiller

It's unfortunate having to go over these similar points that were made worse ever since v7
https://sugarclub.sugarcrm.com/explore/enterprise-professional/f/enterprise-professional-questions/3386/roll-up-call-history-to-accounts-detail-view

.

CRM Business Consultant
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