Activities (Meetings, Calls, Tasks, Messages)
The Activities section includes topics covering understanding and troubleshooting working with calls, meetings, tasks, and messages.
Topics
Activity records such as calls and meetings can be related to another record via the Related To field as a means of recording the topic or attaching the activity to other relevant information. This creates a two-way link between the activity and the other record, allowing each to be seen while viewing the other. In the case of the Accounts and Contacts modules, when a specific contact and account are related, you may want activities that are related to either the account or contact record to be visible from both records. This article covers how to relate an activity to an account and a contact record simultaneously so that it appears on both records.
Sugar has the ability to send reminders to call and meeting attendees via email and popup. The values in the Email Reminder Time and Popup Reminder Time fields on call and meeting records determine if and when reminders are sent and the default value for these fields is determined by two User Preference settings that individual users can set up on their own. Administrators may also want to set the default values across multiple users at once, either during user creation or any time afterward. This article covers how users can set their own default values and administrators can set the default values across multiple users.
Sugar's Connector for WebEx™ allows users to create meetings in Sugar® using "WebEx" as the meeting type. The related WebEx session can then be initiated or joined directly from within Sugar's Meetings module. While attempting to start the WebEx meeting in Sugar, you may encounter an unexpected behavior where the connector does not launch the WebEx session as expected. This article covers the possible cause of the problem and how to resolve the issue in your WebEx account settings.