When we create appointments from a contact (sometimes to discuss a contact and sometimes to record a previous appointment) an email is triggered to the contact.
Please create a way to NOT send emails to contacts and just save the appointment in CRM/Outlook (with Sync) but NOT send an email notification to the Contacts on the appointment.
The following workarounds for this are :
1) Clear the Required and Optional fields from the Appointment (when creating an appointment from the Contact record).
2) Create appointment from the Appointment tile and NOT from the Contact/Account Record.
Both of these options are prone to user error and NOT consistent with Outlook functionality.
Desired functionality would be to save the appointment and NOT send the appointment like Outlook. To provide a configuration so that Required and Optional will NOT be automatically set when creating an appointment from a Contact/Account record.
Comments
Need a default behavior, send or not send reminders plus the ability to set on a record by record also depending on business logic.
Ugly workaround for us to is to add a tag into to the appointment description via plugin and have Exchange block those reminders containing that tag.
I seem to recall looking at the old on-premise server side sync code decompilation that the flag to send reminder is there but hard coded to true if its a future appointment else false.
Category: Unified Experience: Search, navigation and performance
Absolutely usesfull thing.
Users are experienced in Outlook behavior and this has caused us quite some problems.
Category: Unified Experience: Search, navigation and performance