topic How to stop e-mailing tasks and schedule contacts in CRM

How to stop e-mailing tasks and schedule contacts

UnboxedTherapy — Mon, 20 Mar 2017 21:33:58 GMT

I started adding things to my schedule with contacts attached because I wanted to have quick access to the contact, but now I'm finding out that the contact is being e-mail my schedule "event"? How do I stop them from receiving the e-mail? I just want it on my calendar, not necessarily on theirs.

Also, if I have a task opened for myself to complete for a specific contact, is that contact receiving an e-mail of my task? I don't want them to know the tasks that I need to complete, it's just for my reference. Again, I want the task linked to their contact information, but I don't want the task e-mailed out to them.

I clicked on the notification settings that someone recommended on another question but it only gave me the option to notify myself or not....

Re: How to stop e-mailing tasks and schedule contacts

roisinkirby — Thu, 23 Mar 2017 11:27:17 GMT

Hey @UnboxedTherapy, are you using the Meetings tool to schedule meetings and organise your calendar? This is a contact facing tool, so any associated contacts will receive a notification.

This does not apply to the Tasks tool, this data is private to you and your users in the CRM.

Re: How to stop e-mailing tasks and schedule contacts

UnboxedTherapy — Thu, 06 Apr 2017 15:54:47 GMT

Probably. I think I need to create tasks instead, they just don't seem to grab my attention as much as the scheduling did.

Re: How to stop e-mailing tasks and schedule contacts

dejesuskg — Wed, 24 Jan 2024 18:21:29 GMT

Agreed with you! I am a visual, time-oriented organizer so using meetings as tasks worked better for me. Unfortunately, I ran into that same issue as you.

@roisinkirby could you please forward feedback that Tasks should be more attention-grabbing and user-friendly like meetings, but without contact forwarding? Thank you!