Linking to an appointment's required attendees
I have a report that pulls appointment records and I need to list and select
on the required attendees. I can't see how to get this info by using CRM's
It looks like they're held in the ActivityPartyBase table, but since we're
always cautioned to use the views, it seems there should be an easier way
than linking to the table directly and using the ParticipationTypeMask field.
...Appointments Required Attendee's Changes User Type
We have come across a situation where an appointment is scheduled and
in the required attendee's field CRM users are added and it shows
correctly on their CRM calendar. It then appears that at some point
the users are changed from CRM users to contacts and the appointment
is then removed from the users calendars and linked to our corporate
Account record and their individual contact records. [Each user is in
CRM as a user and in CRM as a contact under our corporate Account
record]. Has anyone else come across this before???
...Are emails auto-generated to Required Attendees of Appointments?
With regard to appointments in the CRM, I'm not sure where to confirm if
email notifications are going to Required attendees. We use appts. to track
our meetings with customers and sometimes they are added in after the meeting
I ask this because, in the blank area of the appointment, we sometimes
include internal notes that I don't want our prospects to see. One time, one
of my sales reps added a question, and the prospect emailed back with a
reply! This is bad.
If I'm going to invite a client to a meeting, I do it by phone or separate
email. Does anyone know h...Required attendee
We would like to force our users to select either Contact, Users or Leads
when selecting a required attendee for an appointment activity.
We do not want our users to select an account as an attendee for each
appointment. I have tried to prevent this using Jscript and the Onload event.
My script is:
This unfortunately does not work. I would really appreciate some assistance.
Dont seperate each of the entitiy types with ""'s
It should look like th...Modifying the "Required Attendee" lookup columns
Is there a way to modify which columns appears in the lookup view of the
multi-select "Required Attendees" lookup on the Appointemnt? This special
windows does not seem to take the usual "account" or "contact" lookup view.
Right now it only shows the name and full name of the account or contact.
Did you happen to get the solution to your query as i am with the same
problem and looking for someone to help....:(
"Fred Bang" wrote:
> Is there a way to modify which columns appears in the...