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!
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.
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!
That goes for any other update in the meeting! Title, attendees, time, outcome etc. I don't understand why we can't save changes without sanding updates to all attendees...
This post clearly hasn't been "closed out" - this is still a problem. In addition to meeting notes, I want to change the OUTCOME from "Scheduled" to something else without sending my customer/lead an update to the calendar invite. This is a problem.
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