Update a Meeting description without sending update

monmc

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!

HubSpot updates
Status updated to: Delivered
Feb 24, 2021

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!

Status updated to: In Beta
Jan 27, 2021

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:

Team notes - Meeting creationTeam notes - Meeting creation

 

Meeting editor with Team notes:

Team notes - Meeting editorTeam notes - Meeting editor

Status updated to: In Planning
Aug 27, 2020

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.

Status updated to: Being Reviewed
Apr 27, 2020

Status updated to: Idea Submitted
Sep 20, 2017

Status updated to: Needs Detail
May 4, 2017

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. 

 

 

61 Replies
Status updated to: Delivered
KevinGrondin
HubSpot Product Team

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!