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.

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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
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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.
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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
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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
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0 Luke Ridgway 5 days ago in reply to Francesc Del Moral Farrarons

We have seen very similar to this too as per Fransesc's comments.

Sugar Sell Advaced + Sugar Connect (Google)
User edits a Held meeting but the attendees (customer related to the meeting) were receiving a meeting invite to a meeting they had already completed!

I concluded that this behaviour was Google, not Sugar.

In google calender if you edit an event and save you get an option to notify attendees, yes or no.
I believe that when sugar connect syncronises the event it does not have that option and kind of defaults to Yes!

Our workaround was twofold:
1) Edit the setting for sugar connect to NOT sync Held meetings.
2) Only one field sycs from sugar to google cal descriotion... we stopped editing that field too.

I dont know if that is the exact same behaviour as you are experiencing? But hopefully enough similarities to be helplul :-)
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