CRM

gelflex-cc
Autorität

Meetings in activity feed

lösung

HMM since I had not yet needed it, I did not realize meetings were so difficult to find in the activity feed.

Activity  Notes  Emails  Calls Tasks -  but where is my meeting sort?

 

 

 

 

@jennysowyrda 😞 3 tries to post and had to go to an incognito window and it still did not work.  Tried copying and pasting into notepad to strip the non existant html code.

2 Akzeptierte Lösungen
jennysowyrda
Lösung
Community-Manager/-in
Community-Manager/-in

Meetings in activity feed

lösung

Hi @gelflex-cc,

 

The activity feed should have a meetings option to sort by:

Screen Shot 2019-05-14 at 4.41.12 PM.png

 

Thank you,
Jenny

Lösung in ursprünglichem Beitrag anzeigen

jennysowyrda
Lösung
Community-Manager/-in
Community-Manager/-in

Meetings in activity feed

lösung

@HubSpotMaster & @gelflex-cc  if you're ever able to collect a har file when the issue occurs, please feel free to send it my way. Definitely want to investigate further 🙂 

 

Thanks,

Jenny

Lösung in ursprünglichem Beitrag anzeigen

7 Antworten
MonikaS
Mitwirkender/Mitwirkende

Meetings in activity feed

lösung

Hi,

 

I have the same feeling, as all our calls are being added as meetings (due to the meetings link), I would like a fast solution to see all of them in one go whenever I need it. 

 

The problem with filters is that I have some  things ticked, some not and if I would need to change the whole filter each time that would be the pain.

 

Is there any other solution? 

0 Upvotes
gelflex-cc
Autorität

Meetings in activity feed

lösung

@MonikaS My challenge was finding meetings in the activity field.  

 

When you set up a call "meeting" it is scheduled. Log it as a call when it happens. 

0 Upvotes
HubSpotMaster
Autorität | Diamond Partner
Autorität | Diamond Partner

Meetings in activity feed

lösung

I've been having similar posting issues. Not sure what's causing it. 

0 Upvotes
jennysowyrda
Lösung
Community-Manager/-in
Community-Manager/-in

Meetings in activity feed

lösung

@HubSpotMaster & @gelflex-cc  if you're ever able to collect a har file when the issue occurs, please feel free to send it my way. Definitely want to investigate further 🙂 

 

Thanks,

Jenny

gelflex-cc
Autorität

Meetings in activity feed

lösung

@jennysowyrda Understood.  

0 Upvotes
jennysowyrda
Lösung
Community-Manager/-in
Community-Manager/-in

Meetings in activity feed

lösung

Hi @gelflex-cc,

 

The activity feed should have a meetings option to sort by:

Screen Shot 2019-05-14 at 4.41.12 PM.png

 

Thank you,
Jenny

gelflex-cc
Autorität

Meetings in activity feed

lösung

@jennysowyrda Hi Jenny,

My screen looks a little different. What is the rationale behind making meetings a filtered view rather than a tab like notes, emails, calls, and tasks?  It seems that meetings would be critical.

 

filtered activity.pngmeet button.png