08-20-2008 10:08 AM
08-20-2008 11:13 AM
08-20-2008 12:07 PM
Thanks for the feedback. I am sooo pleased to see the ACT team involved in this forum. It's been a while since I have been here.
The problem with the multiple contacts solution is that I would then have many meeting events showing up on the calendar. When we have factory people in for a week and we are scheduling visits with customers for him or her, the clutter would be HUGE. We tried that in the past and it was unreadable.
I still think the solution is to simply have the customer's name show up somehow and have the other attendees scheduled but not visable. Previously I suggested an "Also Attending" field. That way the local team can be in "Also Attending" and the person for whom the meeting was set up (the customer) would be in "Scheduled With". Then when we look at the calendar, we see the target of the meeting. This is the way all sales organizations of any size opperate, with many in the meeting but the event showing the visitor that the meeting is being held for.
Thanks so much for your input. I hope you folks can find a way to make this happen.
09-16-2008 04:05 AM
Similar but different - I think the issue we were hoping would get fixed was when we schedule a meeting or to-do with an individual contact and no-one else is included this works fine UNTIL you synch with outlook where it now adds in the MY RECORD to give multiple contacts
In our calendars/task lists we spend all our time undoing the unnecessary addition of myself to every individual I have an activity with.
There was a fix for this in previous versions from memory something to do with a registry fix? Is there a fix for this in v11.0?
03-11-2009 12:41 PM
Andy, did you ever get an answer to your question? I am most interested in eliminating my name from the list since my last name starts with 'B' and I am nearly always the name I see on the calendar.
03-11-2009 02:24 PM