CRM

Jolandatm
Miembro

Keep logs private?

resolver

I was wondering if logging a call or a meeting with contacts associated to it, or attendees, is also send to those contacts. I want to use the log for my 'private' notes for that meeting and don't want it send to them.

0 Me gusta
1 Soluciones aceptada
TitiCuisset
Solución
Administrador de la comunidad
Administrador de la comunidad

Keep logs private?

resolver

Hi @Jolandatm 

 

Thank you for reaching out. 

 

By following those steps when logging a call or a meeting, nothing will be sent to the contact. If you schedule a meeting following those steps and have the Google or Office 365 Calendar integrated and you decide to check the box; then it will be sent to the contact. 

 

Hope that helps.
Have a lovely day,
Tiphaine.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


Ver la solución en mensaje original publicado

0 Me gusta
1 Respuesta 1
TitiCuisset
Solución
Administrador de la comunidad
Administrador de la comunidad

Keep logs private?

resolver

Hi @Jolandatm 

 

Thank you for reaching out. 

 

By following those steps when logging a call or a meeting, nothing will be sent to the contact. If you schedule a meeting following those steps and have the Google or Office 365 Calendar integrated and you decide to check the box; then it will be sent to the contact. 

 

Hope that helps.
Have a lovely day,
Tiphaine.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Me gusta