interactions automatically send lead a meeting invite

When a salesperson creates an interaction in Sugar Sell under a lead it automatically creates a calendar invite and sends it to the lead. Is there a way around this? We just want to be able to document all interactions with the lead without sending any invites.

Same thing seems to happen when creating an interaction through Sugar Connect.

Parents

0 Francesca Shiekh 7 days ago

I don't believe I've seen this behavior before, I don't think it's standard in Sugar. You probably have a logic hook or BPM that defines that behavior.

FrancescaS
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel
0 James Palazzi 7 days ago in reply to Francesca Shiekh

I don't see any BPMs or logic hooks. This is a fairly new implementation.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 James Palazzi 7 days ago in reply to Francesca Shiekh

I don't see any BPMs or logic hooks. This is a fairly new implementation.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

0 Francesc Del Moral Farrarons 6 days ago in reply to James Palazzi

Hi James Palazzi ,

By default, when a user adds a Call / Meeting under a Lead / Contact and hits the Save button, no invite is sent from Sugar unless, as Francesca said, there are BPMs or logic hooks in place.

Is it possible that you are using a Calendar integration with your Outlook / Gmail? Either Sugar Connect or another provided by a 3rd Party?

If so, I would review the configuration on the Calendar sync, as it might be the reason why the invites are being sent.

Best,

Francesc
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel