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 Invite Attendees Change.
 
AllStoneTech
27 posts
Joined
9/22/2006

Invite Attendees Change.
Posted: 28 Dec 06 5:52 PM

Currently when you import a Sugar Call or Meeting with an attached Contact into Outlook it creates an Appointment with "Invite Attendees" set to true.  This replaces the "Save & Close" button with the "Send" button. 

Our users are concerned about sending meeting notes (not meant to be seen) when they are actually trying to Save a change.   Do you know what logic Outlook is using to set this.  It doesn't appear to be manually coded.  As near as I can tell if it has a contact it will automagically set it to true.Is it possible to set this option to false even when there are Contacts attached?

AllStoneTech
27 posts
Joined
9/22/2006

Re: Invite Attendees Change.
Posted: 02 Jan 07 10:30 AM

For those who keep track of these things...

The culprit is olMeetingStatus set when Appointments are added.  The plugin adds all Sugar meetings ("Held" and "Planned") as Outlook Meetings (go figure) or olMeetingStatus.olMeeting, and not as appointments which is olMeetingStatus.olNonMeeting.   For the record it sets Sugar Meetings "Not Held" as olMeetingStatus.olMeetingCanceled, everything else is olMeetingStatus.olMeeting.

Bottom line is in Outlook Meetings have Invitees, Outlook Appointments don't and the Plug-In assumes all Sugar Items are Meetings.  Going the other way, new Items are sent to Sugar as "Planned" unless they are cancelled in which case they are sent as "Not Held".

Sugar meetings can be "Held", "Not Held" and "Planned".  Outlook appointments can be olMeeting, olNonMeeting, olMeetingCancelled or olMeetingReceived.   "Not Held" = olMeetingCancelled and "Held", "Planned" and anything else = olMeeting.

Nuff Said

support
2098 posts
1st
Joined
1/3/2006

Re: Invite Attendees Change.
Posted: 02 Jan 07 1:45 PM
So then how would like like the status to be mapped?
AllStoneTech
27 posts
Joined
9/22/2006

Re: Invite Attendees Change.
Posted: 03 Jan 07 10:25 AM
There aren't a lot of choices.  I changed it to olNonMeeting.  The concern was that users would accidentally send emails to people that A. shouldn't get them or B. already got them from Sugar, or C. User enters notes about the meeting in the field and accidentally sends the "Meeting Update" to people who get to see notes that they shouldn't.
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