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• parent_name and assigned_user_name

  Support September 15, 2017 @ 02:21 am
  Hi Lion Solutions, The Assigned User ID field is automatically audited once auditing is enabled for any module, including Meetings. All you'll need to do is install this add-on and the Assigned User field will be audited moving forward. While the Meetings field Parent Type is available in Studio (and so it is easy to enable Auditing for), the Parent Name and Parent ID fields are not. You would need a code-level customization to the Meetings "vardef" to enable this. I believe you could simply add the following to a file located at "custom/Extension/modules/Meetings/Ext/Vardefs/audit_parent_id.php" ~~~ <?php $dictionary['Meeting']['fields']['parent_id']['audited']=true; ~~~ View Comment
  
  
• Log Meetings, Calls or both?

  Support September 11, 2017 @ 02:06 pm
  Hey, thanks! I corrected that typo. Looks like those pages also lost their screenshots so I'll get that fixed up today. Thanks for calling my attention it. View Comment
  
  
• Log Meetings, Calls or both?

  Support September 11, 2017 @ 01:11 pm
  Hi Lion, this module "Audit Meetings" will only allow logging of Meeting records. We also offer "Audit Calls" for Call records and "Audit Tasks" for Task records. They all do the same thing: allowing the "View Change Log" audit functionality for their respective module. View Comment
  
  
• join.me not compatible

  Support March 23, 2017 @ 02:10 pm
  Hi @bertiekerr, Unfortunately this tool is currently only compatible with SugarCRM versions 6.0.0 to 6.7.13. We haven't had the opportunity to fully test and adjust for SugarCRM 7 and higher and so forcing the installation could have unexpected results. View Comment
  
  
• Can't download join.me purchase

  Support January 26, 2016 @ 01:08 pm
  Hi Merla, 1. Can you verify when you visit Admin -> Module Loader that the package is installed and not disabled? 2. If so, can you do a Quick Repair and Rebuild (Admin -> Repair -> Quick Repair and Rebuild) 3. Log out and back into your system If these steps don't resolve your issue, would you mind setting up some time later today to do a screen share or alternatively granting me administrative access to your Sugar system? Thanks! View Comment
  
  
• error after installation : The attempt to connect to this account failed.

  Support July 22, 2015 @ 04:13 am
  Antonella, I agree that these credentials now log in to https://accounts.logme.in/login.aspx, so they should work with the Join.Me integration from SugarCRM/SuiteCRM. The instructions you linked to should walk you through setting up an External Account record for a system user. Can you click into your SuiteCRM user account and click the External Accounts tab to follow those steps? Does the system give you an error at that time or does it connect? If it fails to connect, can you forward me your diagnostic log (Admin->Diagnostic Log). View Comment
  
  
• error after installation : The attempt to connect to this account failed.

  Support July 19, 2015 @ 04:23 pm
  Hi Antonella. The Join.Me integration should still be stable, and while we don't explicitly support SuiteCRM, it shares a substantial amount of its code base with SugarCRM and should be compatible. Could you double-check your Join.Me credentials? When I enter the email address and password you supplied at https://accounts.logme.in/login.aspx it doesn't let me in. You do need a Join.me account to use their API (and so it is required for this integration). View Comment
  
  
• Meeting vs. Call

  Support July 18, 2014 @ 07:07 pm
  LindaGinac, I'm not sure I understand. The Meetings module does allow you to add multiple Contacts, Leads and Users to any Meeting, and all should receive the same email invite with the Join.Me meeting URL. However, I do know that you can only add these invitees from the bottom of the "Full Form" page - if you're on the quick-create/quick-edit screen (e.g. creating a meeting while looking at a Contact record) then that's likely your issue. Make sense? View Comment
  
  
• Email Formatting

  Support July 18, 2014 @ 03:48 am
  I've updated the case to "Closed" and adjusted it from "Bug" to "Feature" View Comment
  
  
• Email Formatting

  Support July 18, 2014 @ 03:47 am
  Hi Linda, thanks for forwarding me your example. Your forwarded message contains a number of plaintext URLs for the meeting confirmation and for the Join.Me meeting link, which my email client (Gmail) detects and converts to clickable hyperlinks. It also includes the meeting.ics attachment which Gmail knows to be a meeting invite (the meeting.ics file, for what it's worth, also contains the Join.Me plaintext URL). I believe Outlook and Thunderbird mail clients will do this URL-to-link conversion for you as well, as it's a pretty common feature. Ultimately, the email text containing links or not is a feature that depends on your email client, which is typical of how SugarCRM sends out meeting notifications. It's comparable to how the WebEx integration works in SugarCRM Professional, or even if you use the Save & Send Invites for a "normal" (i.e. not-Join.Me based) meeting. For now, I have to list this as "as designed" and not a bug, but I very much appreciate your feedback and will keep this issue in mind in the future. View Comment
  
  

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