Keep logs private?

Jolandatm · ‎Feb 3, 2021

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.

TiphaineCuisset · ‎Feb 4, 2021

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 !

View solution in original post

TiphaineCuisset · ‎Feb 4, 2021

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 !

CRM