Keep logs private?

SOLVE
Jolandatm
Member

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.

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1 Accepted solution
TiphaineCuisset
Solution
Community Manager

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.


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1 Reply 1
TiphaineCuisset
Solution
Community Manager

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 !


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