When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone.
To get around this I end up logging the meeting seperately, and it's duplicated on their profile. Please make it so I can edit past meeting without updating everyone!
The new "Team notes" property on meeting activities is now live to all portals. This property will never sync to the calendar invite.
This post is being closed out so for any additional product suggestions, please submit a new Idea on the forum. Thank you all for taking the time to share your feedback and help us improve our product!
Hi everyone! Today we are launching a new property on meeting activity called "Team notes". This will allow you to take notes on your meeting without sending updates to other attendees. If you would be interested in being added to the Beta, feel free to send me a direct message with your organizations's Hub ID and I can have your portal added.
Meeting creator with Team notes:
Meeting editor with Team notes:
Hi everyone! Thank you for sharing your feedback with us.
Our team is currently working on a design for having a separate meeting notes field that will not send an update to customers or sync with the calendar invite for those using the bidirectional calendar sync with Gcal or Outlook.
The team recently made an update so that changes to the meeting outcome or type can be made without triggering an update to attendees.
Hey @monmc thanks for the post!
Can I ask if there is a particular reason why you/your team don't use the Notes tool on the contact record to record meeting details? You are able to pin these notes (as depicted below) as well as @mention any CRM users you'd like to notifty
These details will not be viewed by your leads/customers.
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