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 Re: Term for calls, meetings and task
 
support
2240 posts
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Joined
1/3/2006

Re: Term for calls, meetings and task
Posted: 15 Sep 07 10:20 AM

Clickly on any of those links will take to you a call/meeting page with the status pre-set to accept, decline, etc.  This is how the SugarCRM folks designed the system.

 

 

july
43 posts
Joined
3/30/2007

Re: Term for calls, meetings and task
Posted: 16 Sep 07 5:59 PM

Ok, but the status of Call/Meetins are Planned, held, not held .... and not Accepct, Decline

I don't know the differences between the status of an Activity (Planned, held, not held) and the link that I can find in home apge: accept, decline, cancel....

I've searched it in the SugarCRM documents but I haven't found it!

support
2240 posts
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Joined
1/3/2006

Re: Term for calls, meetings and task
Posted: 16 Sep 07 9:28 PM

With the exception of only showing Planned activities on the home page, I don't think we attach any special meaning to any of the other status values.

july
43 posts
Joined
3/30/2007

Re: Term for calls, meetings and task
Posted: 17 Sep 07 5:16 AM
Oky but can you tell me the differents between this two kind of status for activities

In the call/meeting detail I see:

Planned, held, not held

In home page ... in the planned activities list I see also 3 button
Accept, Decline...

What happens when I Accept a meeting?? and when I Decline a meeting?

Thanks


support
2240 posts
1st
Joined
1/3/2006

Re: Term for calls, meetings and task
Posted: 17 Sep 07 5:22 PM

The status values can mean anything you want.  When you click Accept, you are taken to the edit page with the status set to Accept.  The same is true for Decline, but as for what Decline means to you is up to you and your company.

I would imagine that the means are similar to those on Outlook.  If someone sends you a meeting request and you Accept, it means that you will attend the meeting.  If you Decline, then it means that you will not attend the meeting.

 

 

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